Peer Camparision
| S.No. |
1Y(%) |
3Y(%) |
5Y(%) |
Fund Size(Cr.) |
| 1 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
64.34 |
37.53 |
125834 |
| 2 |
ITI Mid Cap Fund - Regular Plan - Growth Option |
64.73 |
24.16 |
9844.6 |
| 3 |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
57.78 |
26.98 |
28683.3 |
| 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
Niket Shah, Ankush Sood, Rakesh Shetty
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 : 25.89
Equity : 74.12
Portfolio Holding
| Company |
Holding (%) |
| POLYCAB INDIA LIMITED |
9.97 |
| KALYAN JEWELLERS INDIA LIMITED |
7.72 |
| RELIANCE STRATEGIC INVESTMENTS LIMITED |
7.62 |
| COFORGE LIMITED |
6.55 |
| TUBE INVESTMENTS OF INDIA LIMITED |
6.16 |
| BALKRISHNA INDUSTRIES LIMITED |
5.18 |
| DIXON TECHNOLOGIES (INDIA) LIMITED |
4.19 |
| ZOMATO LIMITED |
3.97 |
| KPIT TECHNOLOGIES LIMITED |
3.83 |
| Sector |
Allocation (%) |
| N/A |
25.88 |
| Consumer Durables |
15.1 |
| Auto Components |
11.34 |
| IT - Software |
10.64 |
| Industrial Products |
9.97 |
| Finance |
7.62 |
| Chemicals & Petrochemicals |
4.39 |
| Retailing |
3.97 |
| Electrical Equipment |
3.29 |
Expense Ratio :
1.69 %
Expense Ratio Date :
2024-06-30
Exit load of 1% if redeemed within 1 year.
