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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
  • 5 yrs 10 m
  • 12 yrs 4 m
  • Fund Size
  • ₹15,415 Crs
  • ₹8,776 Crs
  • 3 months
  • 12.8%
  • 10.48%
  • 6 months
  • -2.0%
  • -0.83%
  • 1 year
  • 4.17%
  • -8.24%
  • 3 year
  • 22.46%
  • 24.21%
  • 5 year
  • 33.02%
  • 35.92%
  • Standard Deviation
  • 17.09
  • 18.2
  • Sharpe
  • 0.68
  • 0.77
  • Beta
  • 0.97
  • 0.97
  • Sortino
  • 1.03
  • 1.13
  • Alpha
  • -2.56
  • -0.14
  • Top 3 sectors
    • Financial (17.020000000000003%)
    • Services (12.14%)
    • Healthcare (11.45%)
    • Energy (17.13%)
    • Healthcare (12.879999999999999%)
    • Services (12.66%)
  • Top 5 holdings
    • Lupin Ltd. (3.42%)
    • Mphasis Ltd. (2.77%)
    • The Federal Bank Ltd. (2.72%)
    • Tata Communications Ltd. (2.55%)
    • L&T Finance Ltd. (2.33%)
    • Reliance Industries Ltd. (10.44%)
    • Aurobindo Pharma Ltd. (8.36%)
    • IRB Infrastructure Developers Ltd. (6.64%)
    • Marico Ltd. (6.48%)
    • Container Corporation Of India Ltd. (6.28%)
  • Equity%
  • 98.66310347%
  • 92.025987%
  • Debt%
  • 0.0%
  • 3.956811%
  • Turnover Ratio
  • NA
  • NA
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • Expense Ratio
  • 0.6%
  • 0.64%
  • Exit Load
  • 1.0% know more
  • 0.5% know more
  • Lock-in
  • No Lockin
  • No Lockin
  • Benchmark Index
  • NIFTY Midcap 150 TRI
  • NIFTY Midcap 150 TRI
  • Min. Investment
  • SIP ₹1000 & Lumpsum ₹5000
  • SIP ₹1000 & Lumpsum ₹5000
  • Investment Horizon
  • Good for Long Term
  • Good for Long Term
  • Managed By
    • Ankit Jain
    • Sanjeev Sharma
    • Ankit A Pande
    • Vasav Sahgal
    • Ayusha Kumbhat
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