Peer Camparision
| S.No. |
1Y(%) |
3Y(%) |
5Y(%) |
Fund Size(Cr.) |
| 1 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
57.78 |
26.98 |
28683.3 |
| 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 |
HSBC Midcap Fund - Regular Growth |
56.38 |
23.78 |
114195.8 |
| 5 |
Quant Mid Cap Fund - Growth Option - Regular Plan |
55.57 |
30.76 |
87130.2 |
Fund Manager
Abhinav Khandelwal, Manish Lodha
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 : 7.81
Equity : 92.19
Portfolio Holding
| Company |
Holding (%) |
| INDUS TOWERS LIMITED |
3.15 |
| STATE BANK OF INDIA |
2.76 |
| MAX HEALTHCARE INSTITUTE LIMITED |
2.74 |
| LTIMINDTREE LIMITED |
2.67 |
| INDIAN BANK |
2.5 |
| HERO MOTOCORP LIMITED |
2.32 |
| DEEPAK NITRITE LIMITED |
2.23 |
| CUMMINS INDIA LIMITED |
2.19 |
| ZOMATO LIMITED |
2.17 |
| Sector |
Allocation (%) |
| Banks |
9.08 |
| Auto Components |
8.06 |
| Pharmaceuticals & Biotechnology |
7.82 |
| N/A |
7.81 |
| Finance |
7.22 |
| Electrical Equipment |
5.12 |
| Chemicals & Petrochemicals |
4.63 |
| Industrial Products |
4.37 |
| Ferrous Metals |
4.23 |
Expense Ratio :
1.9 %
Expense Ratio Date :
2024-06-30
Exit load of 1% if redeemed within 3 months.
