close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

Compare Mutual Funds

 
  • Category,
    Sub-category
  • mid cap, equity
  • mid cap, equity
  • ET Money Rank in sub-category
  • N.A.
  • N.A.
  • Fund Age
  • 12 yrs 4 m
  • 11 yrs 3 m
  • Fund Size
  • ₹8,776 Crs
  • ₹27,780 Crs
  • 3 months
  • 8.66%
  • 7.07%
  • 6 months
  • 2.01%
  • -5.01%
  • 1 year
  • -8.45%
  • 18.07%
  • 3 year
  • 24.03%
  • 33.6%
  • 5 year
  • 35.84%
  • 39.88%
  • Standard Deviation
  • 18.2
  • 18.75
  • Sharpe
  • 0.77
  • 1.1
  • Beta
  • 0.97
  • 0.9
  • Sortino
  • 1.13
  • 1.39
  • Alpha
  • -0.14
  • 7.26
  • Top 3 sectors
    • Energy (17.13%)
    • Healthcare (12.879999999999999%)
    • Services (12.66%)
    • Technology (21.78%)
    • Capital Goods (15.909999999999998%)
    • Services (10.15%)
  • Top 5 holdings
    • 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%)
    • Persistent Systems Ltd. (10.06%)
    • Coforge Ltd. (9.47%)
    • Kalyan Jewellers India Ltd. (8.09%)
    • Polycab India Ltd. (4.97%)
    • Dixon Technologies (India) Ltd. (4.35%)
  • Equity%
  • 92.025987%
  • 67.89524129%
  • Debt%
  • 3.956811%
  • 16.41452249%
  • Turnover Ratio
  • NA
  • NA
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • Expense Ratio
  • 0.64%
  • 0.7%
  • Exit Load
  • 0.5% 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 ₹1000 & Lumpsum ₹5000
  • SIP ₹500 & Lumpsum ₹500
  • Investment Horizon
  • Good for Long Term
  • Good for Long Term
  • Managed By
    • Sanjeev Sharma
    • Ankit A Pande
    • Vasav Sahgal
    • Ayusha Kumbhat
    • Niket Shah
    • Rakesh Shetty
    • Ajay Khandelwal
Go to top