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Compare Mutual Funds

 
  • Category,
    Sub-category
  • equity, mid cap index
  • equity, mid cap index
  • ET Money Rank in sub-category
  • N.A.
  • N.A.
  • Fund Age
  • 2 yrs 11 m
  • 4 yrs 7 m
  • Fund Size
  • ₹909 Cr
  • ₹1,614 Cr
  • 3 months
  • -5.51%
  • -2.64%
  • 6 months
  • 17.93%
  • 18.22%
  • 1 year
  • -7.59%
  • -2.45%
  • 3 year
  • NA
  • 20.54%
  • 5 year
  • NA
  • NA
  • Standard Deviation
  • NA
  • 15.76
  • Sharpe
  • NA
  • 0.88
  • Beta
  • NA
  • 0.99
  • Sortino
  • NA
  • 1.32
  • Alpha
  • NA
  • -0.39
  • Top 3 sectors
    • Services (21.009999999999998%)
    • Healthcare (16.46%)
    • Capital Goods (14.709999999999999%)
    • Financial (16.05%)
    • Capital Goods (12.54%)
    • Healthcare (11.11%)
  • Top 5 holdings
    • BSE Ltd. (7.69%)
    • Max Healthcare Institute Ltd. (4.78%)
    • Coforge Ltd. (4.7%)
    • The Indian Hotels Company Ltd. (4.63%)
    • Persistent Systems Ltd. (4.6%)
    • BSE Ltd. (3.13%)
    • Suzlon Energy Ltd. (2.44%)
    • Max Healthcare Institute Ltd. (2.41%)
    • Persistent Systems Ltd. (1.73%)
    • PB Fintech Ltd. (1.68%)
  • Equity%
  • 100.1%
  • 100.02%
  • Debt%
  • 0.0%
  • 0.0012208%
  • Turnover Ratio
  • NA
  • NA
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • NA
  • Expense Ratio
  • 1.04%
  • 0.3%
  • Exit Load
  • 0.5% know more
  • 0.0%
  • Lock-in
  • No Lockin
  • No Lockin
  • Benchmark Index
  • NIFTY Midcap 150 Moment 50 TRI
  • NIFTY Midcap 150 TRI
  • Min. Investment
  • NA
  • SIP ₹500 & Lumpsum ₹100
  • Investment Horizon
  • Good for Medium Term
  • Good for Medium Term
  • Managed By
    • Kapil Menon
    • Rakesh Prajapati
    • Himanshu Mange
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