| Fund Type | |
| Investment Plan | Dividend |
| Launch Date | 2007-06-25 |
| Benchmark | NIFTY Midcap 100 TRI |
| Asset Size(Cr) | 20538.81 (As on Feb 28, 2019) |
| Fund Manager | Chirag Setalvad |
| Notes |
| Min Investment | 5000 |
| Min SIP Investment | 500 |
| Min Addl Investment | 1000 |
| Last Dividend | |
| Bonus | |
| Entry Load | . |
| Exit Load | 1% for 365 days |
| Period | Returns(%) | Benchmark Returns (%) |
| 3 Month | -7.03 | -0.8 |
| 6 Month | -10.54 | -5.47 |
| 1 Year | -11.41 | -5.39 |
| 3 Year | 3.1 | 12.53 |
| 5 Year | 10.78 | 17.06 |
- 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) | -4.43% | 17.22% | 22.9% | |
| Axis Mid Cap Fund (G) | 10.1% | 16.41% | 19.81% | |
| DSP Midcap Fund (G) | -0.94% | 15.76% | 21.01% | |
| Kotak Emerging Equity Scheme (G) | -1.59% | 15.19% | 22.91% | |
| HDFC Mid-Cap Opportunities Fund (G) | -1.84% | 14.98% | 20.06% |
| Period | Returns (%) | NIFTY MIDCAP 50 (%) |
| 3 Month | -7.03 | -0.8 |
| 6 Month | -10.54 | -5.47 |
| 1 Year | -11.41 | -5.39 |
| 3 Year | 3.1 | 12.53 |
| 5 Year | 10.78 | 17.06 |
| 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.
| Assets | Allocation (%) |
| Equity | |
| Debt | |
| Cash |
| Sector | Value(In Cr) | Allocation (%) |
| Holdings | Instrument | Industry | Rating | Market Value | % to NAV |
| Grand Total | 0 | 0% |
