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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 4 m
  • 11 yrs 4 m
  • Fund Size
  • ₹6,641 Crs
  • ₹30,401 Crs
  • 3 months
  • 19.09%
  • 11.81%
  • 6 months
  • -1.36%
  • -11.32%
  • 1 year
  • 13.86%
  • 9.52%
  • 3 year
  • 33.35%
  • 37.38%
  • 5 year
  • 30.31%
  • 38.08%
  • Standard Deviation
  • 16.83
  • 18.22
  • Sharpe
  • 1.18
  • 1.33
  • Beta
  • 0.94
  • 0.89
  • Sortino
  • 1.51
  • 1.63
  • Alpha
  • 2.9
  • 8.21
  • Top 3 sectors
    • Services (21.07%)
    • Financial (18.24%)
    • Healthcare (17.770000000000003%)
    • Technology (22.07%)
    • Capital Goods (16.31%)
    • Services (9.799999999999999%)
  • Top 5 holdings
    • BSE Ltd. (6.12%)
    • L&T Finance Ltd. (4.35%)
    • Prestige Estates Projects Ltd. (4.18%)
    • Max Financial Services Ltd. (4.07%)
    • The Federal Bank Ltd. (3.88%)
    • Coforge Ltd. (10.13%)
    • Persistent Systems Ltd. (9.74%)
    • Kalyan Jewellers India Ltd. (8.02%)
    • Polycab India Ltd. (4.93%)
    • Bharti Hexacom Ltd. (4.06%)
  • Equity%
  • 99.13%
  • 68.81972971%
  • 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
  • 1.8%
  • 0.7%
  • Exit Load
  • 1.0% know more
  • 1.0% know more
  • Lock-in
  • No Lockin
  • No Lockin
  • Benchmark Index
  • BSE 150 MidCap TRI
  • NIFTY Midcap 150 TRI
  • Min. Investment
  • SIP ₹500 & Lumpsum ₹5000
  • SIP ₹500 & Lumpsum ₹500
  • Investment Horizon
  • Good for Long Term
  • Good for Long Term
  • Managed By
    • Amit Ganatra
    • Aditya Khemani
    • Niket Shah
    • Rakesh Shetty
    • Ajay Khandelwal
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