|Fund Type||Open Ended|
|Benchmark||NIFTY Midcap 100|
|Asset Size(Cr)||3327.41 (As on Jul 31, 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.|
|Kotak Emerging Equity Scheme (D)|| ||8.45 %||13.05 %||30.72 %|
|HDFC Mid-Cap Opportunities Fund (G)|| ||9.96%||13.49%||29.11%|
|Kotak Emerging Equity Scheme (G)|| ||8.45%||13.05%||30.72%|
|L&T Midcap Fund (G)|| ||7.69%||15.6%||31.19%|
|DSP BlackRock Midcap Fund (G)|| ||8.81%||13.17%||29.34%|
|Axis Mid Cap Fund (G)|| ||22.74%||10.15%||26.75%|
|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|