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Compare Mutual Funds

 
  • Category,
    Sub-category
  • mid cap, equity
  • mid cap, equity
  • ET Money Rank in sub-category
  • N.A.
  • N.A.
  • Fund Age
  • 18 yrs
  • 12 yrs 4 m
  • Fund Size
  • ₹72,610 Crs
  • ₹72,610 Crs
  • 3 months
  • 9.4%
  • 9.55%
  • 6 months
  • 3.13%
  • 3.43%
  • 1 year
  • 10.71%
  • 11.41%
  • 3 year
  • 29.71%
  • 30.58%
  • 5 year
  • 35.23%
  • 36.15%
  • Standard Deviation
  • 15.53
  • 15.54
  • Sharpe
  • 1.09
  • 1.14
  • Beta
  • 0.88
  • 0.88
  • Sortino
  • 1.66
  • 1.73
  • Alpha
  • 4.08
  • 4.76
  • Top 3 sectors
    • Financial (21.11%)
    • Healthcare (12.61%)
    • Services (9.42%)
    • Financial (21.11%)
    • Healthcare (12.61%)
    • Services (9.42%)
  • Top 5 holdings
    • Max Financial Services Ltd. (4.04%)
    • The Indian Hotels Company Ltd. (3.69%)
    • The Federal Bank Ltd. (3.39%)
    • Coforge Ltd. (3.36%)
    • Ipca Laboratories Ltd. (3.27%)
    • Max Financial Services Ltd. (4.04%)
    • The Indian Hotels Company Ltd. (3.69%)
    • The Federal Bank Ltd. (3.39%)
    • Coforge Ltd. (3.36%)
    • Ipca Laboratories Ltd. (3.27%)
  • Equity%
  • 93.02%
  • 93.02%
  • Debt%
  • 0.0%
  • 0.0%
  • Turnover Ratio
  • NA
  • NA
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • NA
  • Expense Ratio
  • 1.42%
  • 0.79%
  • Exit Load
  • 1.0% know more
  • 1.0% know more
  • Lock-in
  • No Lockin
  • No Lockin
  • Benchmark Index
  • NIFTY Midcap 150 TRI
  • NIFTY Midcap 150 TRI
  • Min. Investment
  • SIP ₹500 & Lumpsum ₹5000
  • SIP ₹100 & Lumpsum ₹100
  • Investment Horizon
  • Good for Long Term
  • Good for Long Term
  • Managed By
    • Amar Kalkundrikar
    • Chirag Setalvad
    • Amar Kalkundrikar
    • Chirag Setalvad
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