NAV: 10 Jul 2025 | ₹33.08 |
Min. SIP amount | ₹200 |
Rating | 2 |
Fund size | ₹345.03Cr |
Min. for 1st investment | ₹5,000 |
Min. for 2nd investment onwards | ₹500 |
Min. for SIP | ₹200 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 0.8% | 25.1% | 25.7% | 15.2% |
Category average | 1.8% | 25.7% | 28.6% | NA |
Rank with in category | 35 | 22 | 23 | NA |
Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 7.5% | 34.0% | 33,053.13 |
HDFC Mid Cap Fund Direct Growth | 5 | 7.6% | 32.0% | 84,061.43 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 9.3% | 31.2% | 10,027.89 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 5.7% | 30.1% | 39,065.55 |
Sundaram Mid Cap Fund Direct Growth | 4 | 6.6% | 29.2% | 12,344.49 |
Inclusive of GST
Exit Load for units in excess of 12% 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.