Share Fund
The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in 'Mid-Cap' Stocks.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• investments primarily in mid cap stocks
Scheme Class | Equity |
Scheme Category | Mid-Cap |
Expense Ratio | 1.08% |
Min subscription | ₹ 1,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 3,481 |
AMC AUM (in Crs.) | ₹ 2,49,270 |
Min Addition Subscription | ₹ 1,000 |
Benchmark Type | S&P BSE Midcap TR INR |
Exit Load | Exit load of 1.0%, if redeemed between (0-90) days. No Exit load, if redeemed after 90 days. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 38.31% |
HSBC Midcap Fund - Direct Plan | 1000 | 1000 | 29.75% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 38.31% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 27.51% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 38.56% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 24.59% |
Company | Holding Type | Asset(%) |
---|---|---|
Gujarat Fluorochemicals Ltd Ordinary Shares | Equity | 4 |
Clearing Corporation Of India Limited | Cash - Repurchase Agreement | 4 |
Cholamandalam Investment and Finance Co Ltd | Equity | 4 |
Mphasis Ltd | Equity | 3 |
Coromandel International Ltd | Equity | 3 |
Crompton Greaves Consumer Electricals Ltd | Equity | 3 |
The Federal Bank Ltd | Equity | 3 |
AU Small Finance Bank Ltd | Equity | 3 |
Fortis Healthcare Ltd | Equity | 3 |
AIA Engineering Ltd | Equity | 2 |
Asset | Percent |
---|---|
Equity | 97 |
Cash - Repurchase Agreement | 4 |
Cash - Collateral | 1 |
Sector | Percent |
---|---|
Financial Services | 19 |
Basic Materials | 18 |
Consumer Cyclical | 17 |
Industrials | 14 |
Healthcare | 9 |
Fund Manager
Anil Shah
2+ years of experience
About
care.mutualfunds@adityabirlacapital.com
Phone
1800 22 7000
Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road, Mumbai - 400 013