| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 19.4% | 23.3% | 16.3% | 19.3% |
| Category average | 4.4% | 22.0% | 26.1% | NA |
| Rank with in category | 30 | 26 | 14 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct IDCW | 5 | 1.4% | 28.0% | 34,748.89 |
HDFC Mid Cap Fund Direct IDCW | 5 | 8.9% | 27.4% | 84,854.73 |
Edelweiss Mid Cap Direct Plan IDCW | 5 | 7.5% | 27.0% | 11,731.01 |
Nippon India Growth Mid Cap Fund Direct IDCW | 4 | 7.1% | 26.9% | 39,328.98 |
Sundaram Mid Cap Fund Direct IDCW | 4 | 7.7% | 26.0% | 12,585.11 |
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)
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.