| Fund Type | |
| Investment Plan | Dividend |
| Launch Date | 2005-03-29 |
| Benchmark | NIFTY Midcap 150 TRI |
| Asset Size(Cr) | 3443.63 (As on Feb 28, 2019) |
| Fund Manager | Sohini Andani |
| Notes |
| Min Investment | 5000 |
| Min SIP Investment | 0 |
| Min Addl Investment | 1000 |
| Last Dividend | |
| Bonus | |
| Entry Load | . |
| Exit Load | 1% for 365 days |
| Period | Returns(%) | Benchmark Returns (%) |
| 3 Month | 2.16 | -100 |
| 6 Month | -1.27 | -100 |
| 1 Year | -7.37 | -100 |
| 3 Year | 4.1 | -100 |
| 5 Year | 10.05 | -100 |
- 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) | -4.78% | 17.81% | 23.05% | |
| DSP Midcap Fund (G) | -0.79% | 16.68% | 21.33% | |
| Axis Mid Cap Fund (G) | 10.06% | 16.57% | 19.91% | |
| Kotak Emerging Equity Scheme (G) | -1.43% | 15.99% | 23.28% | |
| HDFC Mid-Cap Opportunities Fund (G) | -0.99% | 15.91% | 20.48% |
| Period | Returns (%) | NIFTY MIDCAP 50 (%) |
| 3 Month | 2.16 | -100 |
| 6 Month | -1.27 | -100 |
| 1 Year | -7.37 | -100 |
| 3 Year | 4.1 | -100 |
| 5 Year | 10.05 | -100 |
| 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% |
