Share Fund
To generate capital appreciation by investing primarily in midcap stocks.There is no assurance that the investment objective of the scheme will be realized.
Suitability
This product is suitable for investors who are seeking
• An open-ended equity scheme
• Long term capital appreciation
• Investment primarily in midcap equity and equity-related securities
Scheme Class | Equity |
Scheme Category | Mid-Cap |
Expense Ratio | 0.7% |
Min subscription | ₹ 5,000 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 7,089 |
AMC AUM (in Crs.) | ₹ 11,054 |
Min Addition Subscription | ₹ 1,000 |
Benchmark Type | S&P BSE Midcap TR INR |
Exit Load | Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 34.84% |
HSBC Midcap Fund - Direct Plan | 1000 | 1000 | 23.71% |
HDFC Mid-Cap Opportunities Fund - Direct Plan | 1000 | 1000 | 34.84% |
Axis Midcap Fund - Direct Plan | 100 | 100 | 24.12% |
Kotak Emerging Equity Scheme - Direct Plan | 1000 | 1000 | 32.06% |
DSP Midcap Fund - Direct Plan | 500 | 1000 | 20.62% |
Company | Holding Type | Asset(%) |
---|---|---|
Treps | Cash - Repurchase Agreement | 5 |
Ratnamani Metals & Tubes Ltd | Equity | 3 |
Emami Ltd | Equity | 3 |
Sundaram Finance Ltd | Equity | 2 |
Abbott India Ltd | Equity | 2 |
Ipca Laboratories Ltd | Equity | 2 |
Cummins India Ltd | Equity | 2 |
Indian Bank | Equity | 2 |
Bosch Ltd | Equity | 2 |
Indian Hotels Co Ltd | Equity | 2 |
Asset | Percent |
---|---|
Equity | 95 |
Cash - Repurchase Agreement | 5 |
Cash | 0 |
Sector | Percent |
---|---|
Financial Services | 19 |
Industrials | 16 |
Basic Materials | 15 |
Consumer Cyclical | 14 |
Healthcare | 14 |
Fund Manager
Vihang Naik
6+ years of experience
Cheenu Gupta
0+ years of experience
About
Phone
1800 200 2434
Address
Standard Chartered Bank - India, Mumbai -