| Fund Type | Open Ended |
| Investment Plan | Growth |
| Launch Date | 24/02/2014 |
| Benchmark | NIFTY 50 |
| Asset Size(Cr) | 1270.23 (As on Sep 30, 2018, 2018) |
| Fund Manager | Akash Singhania (0.9), Niket Shah (0.3) |
| 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 | -10.48 | -4.57 |
| 6 Month | -11.35 | -12.79 |
| 1 Year | -9.94 | -8.1 |
| 3 Year | 4.02 | 9.23 |
| 5 Year |
- 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) | -8.51% | 9.77% | 23.48% | |
| Kotak Emerging Equity Scheme (G) | -9.49% | 9.35% | 25.41% | |
| L&T Midcap Fund (G) | -9.53% | 12.46% | 26.03% | |
| DSP Midcap Fund (G) | -10.72% | 9.77% | 23.15% | |
| Axis Mid Cap Fund (G) | 3.36% | 8.63% | 22.11% |
| Period | Returns (%) | NIFTY MIDCAP 50 (%) |
| 3 Month | -10.48 | -4.57 |
| 6 Month | -11.35 | -12.79 |
| 1 Year | -9.94 | -8.1 |
| 3 Year | 4.02 | 9.23 |
| 5 Year |
| 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% |
