|Fund Type||Open Ended|
|Asset Size(Cr)||1040.79 (As on Feb 28, 2019)|
|Fund Manager||Pankaj Tibrewal (8.4)|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Last Dividend||1.00 (Feb-27-2015)|
|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.|
|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 (%)|
|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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