How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 69.40 | 1.74 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 59.00 | 1.63 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 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 | 38.62% | — | 30.84% |
HDFC Mid-Cap Opportunities Fund | 36.35% | 28.87% | 22.44% |
Kotak Emerging Equity Fund | 41.57% | 24.72% | 22.41% |
Nippon India Growth Fund | 37.64% | 27.68% | 20.09% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
4.51 %
Holdings
3.12 %
Holdings
3.07 %
Ritu Modi
AUM: ₹2,444.56 Cr.
|
Exp: 10yrs
Harshal Joshi
AUM: ₹53,042.57 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%