Name | Sector | Instrument | Assets |
---|---|---|---|
Max Healthcare Institute Ltd. | Healthcare | Equity | 6.73% |
The Indian Hotels Company Ltd. | Services | Equity | 5.28% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 5.09% |
Suzlon Energy Ltd. | Capital Goods | Equity | 4.98% |
PB Fintech Ltd. | Services | Equity | 4.62% |
Coforge Ltd. | Technology | Equity | 4.50% |
Persistent Systems Ltd. | Technology | Equity | 4.46% |
Cummins India Ltd. | Capital Goods | Equity | 4.10% |
The Federal Bank Ltd. | Financial | Equity | 3.71% |
Lupin Ltd. | Healthcare | Equity | 3.61% |
IDFC First Bank Ltd. | Financial | Equity | 3.54% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 3.52% |
UPL Ltd. | Chemicals | Equity | 3.24% |
AU Small Finance Bank Ltd. | Financial | Equity | 3.16% |
Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 2.94% |
Ashok Leyland Ltd. | Automobile | Equity | 2.88% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.84% |
Yes Bank Ltd. | Financial | Equity | 2.84% |
Mphasis Ltd. | Technology | Equity | 2.51% |
Tube Investments Of India Ltd. | Automobile | Equity | 2.49% |
Voltas Ltd. | Consumer Discretionary | Equity | 2.47% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 2.40% |
PI Industries Ltd. | Chemicals | Equity | 2.34% |
Bharat Forge Ltd. | Automobile | Equity | 2.33% |
Supreme Industries Ltd. | Chemicals | Equity | 2.28% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 2.28% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 2.26% |
The Phoenix Mills Ltd. | Construction | Equity | 2.21% |
Godrej Properties Ltd. | Construction | Equity | 2.17% |
Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.11% |
Min. for 1st investment | Not Supported |
Min. for 2nd investment onwards | Not Supported |
Min. for SIP | Not Supported |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | -8.4% | 18.0% | 22.5% | 14.4% |
Category average | -5.0% | 20.6% | 26.7% | NA |
Rank with in category | 49 | 32 | 24 | NA |
Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
HDFC Mid Cap Fund Growth | 5 | -0.7% | 25.0% | 83,104.83 |
Motilal Oswal Midcap Fund Growth | 5 | -5.2% | 24.6% | 34,779.74 |
Nippon India Growth Mid Cap Fund Growth | 5 | -2.7% | 24.1% | 38,385.96 |
Sundaram Mid Cap Fund Growth | 4 | -3.6% | 22.4% | 12,501.03 |
Franklin India Mid Cap Fund Growth | 4 | -4.4% | 21.2% | 12,251.16 |
Inclusive of GST
Nil
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%.