|Fund Type||Close Ended|
|Benchmark||S&P BSE 500|
|Asset Size(Cr)||106 (As on Sep 30, 2018)|
|Fund Manager||Milind Bafna since Mar 2018|
|Min SIP Investment||0|
|Min Addl Investment|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|L&T Midcap Fund (G)||-9.74%||14.42%||25.15%|
|DSP Midcap Fund (G)||-8.32%||12.74%||21.63%|
|Axis Mid Cap Fund (G)||3.94%||12.64%||20.76%|
|Kotak Emerging Equity Scheme (G)||-9.71%||12.61%||23.68%|
|HDFC Mid-Cap Opportunities Fund (G)||-9%||12.56%||21.51%|
|Period||Returns (%)||NIFTY MIDCAP 50 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
Please fill the below form and an investment advisor
will get back to you within 24 hours.