| Fund Type | |
| Investment Plan | Dividend |
| Launch Date | 2008-04-04 |
| Benchmark | S&P BSE 200 TRI |
| Asset Size(Cr) | 10560.12 (As on Feb 28, 2019) |
| Fund Manager | Neelesh Surana, Harshad Borawake |
| Notes |
| Min Investment | 5000 |
| Min SIP Investment | 1000 |
| Min Addl Investment | 1000 |
| Last Dividend | |
| Bonus | |
| Entry Load | . |
| Exit Load | 1% for 365 days |
| Period | Returns(%) | Benchmark Returns (%) |
| 3 Month | 5.54 | 4.76 |
| 6 Month | -5.56 | 1.3 |
| 1 Year | 2.55 | 9.17 |
| 3 Year | 4.17 | -14.8 |
| 5 Year | 6.75 | -5.68 |
- 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. |
| Mirae Asset India Equity Fund (G) | 12.37% | 17.74% | 18.8% | |
| HDFC Equity Fund (G) | 12.48% | 17.13% | 15.94% | |
| Kotak Standard Multicap Fund (G) | 10.29% | 16.65% | 18.94% | |
| Motilal Oswal Multicap 35 Fund (G) | 0.01% | 15.98% | % | |
| Aditya Birla Sun Life Equity Fund (G) | 4.76% | 15.96% | 18.42% |
| Period | Returns (%) | BSE 200 (%) |
| 3 Month | 5.54 | 4.76 |
| 6 Month | -5.56 | 1.3 |
| 1 Year | 2.55 | 9.17 |
| 3 Year | 4.17 | -14.8 |
| 5 Year | 6.75 | -5.68 |
| 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% |
