Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 69.80 | 2.37 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.28 | 58.42 | 2.25 |
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 | 51.08% | — | 33.59% |
HDFC Mid-Cap Opportunities Fund | 45.21% | 27.36% | 22.72% |
Kotak Emerging Equity Fund | 47.50% | 23.62% | 22.56% |
Nippon India Growth Fund | 52.12% | 26.06% | 20.46% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
4.69 %
Holdings
3.47 %
Holdings
2.92 %
Ritu Modi
AUM: ₹1,509.96 Cr.
|
Exp: 10yrs
Harsh Bhatia
AUM: ₹15,596.74 Cr.
|
Exp: 7yrs
Harshal Joshi
AUM: ₹49,696.61 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data