Peer Camparision
| S.No. |
1Y(%) |
3Y(%) |
5Y(%) |
Fund Size(Cr.) |
| 1 |
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
47.05 |
0 |
25005 |
| 2 |
ITI Mid Cap Fund - Regular Plan - Growth Option |
64.73 |
24.16 |
9844.6 |
| 3 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
64.34 |
37.53 |
125834 |
| 4 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
57.78 |
26.98 |
28683.3 |
| 5 |
HSBC Midcap Fund - Regular Growth |
56.38 |
23.78 |
114195.8 |
Fund Manager
Pranav Gokhale, Shridatta Bhandwaldar
Category Performance
Fund Name
1Y (%)
3Y (%)
5Y (%)
Inception (%)
NIFTY 50 TRI
25.57
15.79
18.37
14.3
Equity: Mid Cap
48.37
23.95
28.05
22.59
Asset Holding
Others : 5.25
Equity : 94.57
Portfolio Holding
| Company |
Holding (%) |
| UNO MINDA LIMITED |
3.03 |
| SHRIRAM FINANCE LIMITED |
2.59 |
| TRENT LIMITED |
2.52 |
| MAZAGON DOCK SHIPBUILDERS LTD |
2.42 |
| INDIAN BANK |
2.4 |
| MAX HEALTHCARE INSTITUTE LIMITED |
2.36 |
| BAYER CROPSCIENCE LIMITED |
2.29 |
| J.K.CEMENT LIMITED |
2.27 |
| CUMMINS INDIA LIMITED |
2.24 |
| Sector |
Allocation (%) |
| Finance |
12.52 |
| Auto Components |
8.31 |
| Industrial Products |
7.99 |
| Consumer Durables |
5.69 |
| N/A |
5.43 |
| Banks |
5.04 |
| Chemicals & Petrochemicals |
4.84 |
| IT - Software |
4.71 |
| Electrical Equipment |
4.6 |
Expense Ratio :
2 %
Expense Ratio Date :
2024-05-31
Exit load of 1% if redeemed within 1 year.
