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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.59 | 75.77 | 0.98 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 61.24 | 0.74 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE 150 MidCap - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Midcap Fund(IDCW) | 22.85% | — | 25.13% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 11.11% | 15.28% | 13.71% |
Kotak Emerging Equity Fund(IDCW-Payout) | 24.35% | 19.79% | 17.00% |
Nippon India Growth Fund(IDCW) | 11.20% | 16.12% | 10.73% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Equity
Others
Holdings
4.08 %
Holdings
3.41 %
Holdings
3.13 %
Ritu Modi
AUM: ₹2,505.31 Cr.
|
Exp: 10yrs
Harshal Joshi
AUM: ₹53,176.87 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%