NAV: 09 Jul 2025 | ₹120.97 |
Min. SIP amount | ₹500 |
Rating | 3 |
Fund size | ₹2,136.80Cr |
Min. for 1st investment | ₹5,000 |
Min. for 2nd investment onwards | ₹1,000 |
Min. for SIP | ₹500 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 1.0% | 25.2% | 28.9% | 20.0% |
Category average | 1.8% | 25.7% | 28.6% | NA |
Rank with in category | 32 | 21 | 16 | NA |
Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 7.0% | 34.0% | 33,053.13 |
HDFC Mid Cap Fund Direct Growth | 5 | 7.8% | 32.2% | 79,717.67 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 9.5% | 31.5% | 10,027.89 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 5.9% | 30.3% | 36,836.07 |
Sundaram Mid Cap Fund Direct Growth | 4 | 7.1% | 29.4% | 12,344.49 |
Inclusive of GST
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
0.005% (from July 1st, 2020)
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.