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Compare Mutual Funds

 
  • Category,
    Sub-category
  • equity, mid cap
  • equity, mid cap
  • ET Money Rank in sub-category
  • N.A.
  • N.A.
  • Fund Age
  • 18 yrs 2 m
  • 12 yrs 7 m
  • Fund Size
  • ₹79,718 Cr
  • ₹79,718 Cr
  • 3 months
  • 8.01%
  • 8.17%
  • 6 months
  • 8.69%
  • 9.01%
  • 1 year
  • 5.06%
  • 5.71%
  • 3 year
  • 26.43%
  • 27.27%
  • 5 year
  • 31.0%
  • 31.89%
  • Standard Deviation
  • 13.79
  • 13.8
  • Sharpe
  • 1.4
  • 1.45
  • Beta
  • 0.85
  • 0.85
  • Sortino
  • 1.96
  • 2.03
  • Alpha
  • 4.92
  • 5.59
  • Top 3 sectors
    • Financial (21.74%)
    • Healthcare (9.8%)
    • Automobile (9.440000000000001%)
    • Financial (21.74%)
    • Healthcare (9.8%)
    • Automobile (9.440000000000001%)
  • Top 5 holdings
    • Max Financial Services Ltd. (4.81%)
    • The Federal Bank Ltd. (3.24%)
    • Coforge Ltd. (3.22%)
    • Balkrishna Industries Ltd. (2.94%)
    • Ipca Laboratories Ltd. (2.91%)
    • Max Financial Services Ltd. (4.81%)
    • The Federal Bank Ltd. (3.24%)
    • Coforge Ltd. (3.22%)
    • Balkrishna Industries Ltd. (2.94%)
    • Ipca Laboratories Ltd. (2.91%)
  • Equity%
  • 91.78%
  • 91.78%
  • 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
  • 1.4%
  • 0.77%
  • 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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