|Fund Type||Open Ended|
|Benchmark||NIFTY Midcap 100|
|Asset Size(Cr)||3114.3 (As on Sep 30, 2018, 2018)|
|Fund Manager||Pankaj Tibrewal (8.1)|
|Notes||Kotak Emerging Equity Scheme, a 3years close ended equity growth scheme has been converted into an open ended equity growth scheme with effect from March 31, 2010.|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
|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.|
|HDFC Mid-Cap Opportunities Fund (G)||
|Kotak Emerging Equity Scheme (G)||
|L&T Midcap Fund (G)||
|DSP Midcap Fund (G)||
|Axis Mid Cap Fund (G)||
|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|
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