Name | Sector | Instrument | Assets |
---|---|---|---|
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 10.52% |
Coforge Ltd. | Technology | Equity | 9.36% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 8.86% |
Persistent Systems Ltd. | Technology | Equity | 8.29% |
Trent Ltd. | Services | Equity | 7.84% |
Polycab India Ltd. | Capital Goods | Equity | 5.58% |
One97 Communications Ltd. | Services | Equity | 4.50% |
Kei Industries Ltd. | Capital Goods | Equity | 4.00% |
Bharti Hexacom Ltd. | Communication | Equity | 3.85% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 3.70% |
Kaynes Technology India Ltd. | Capital Goods | Equity | 3.57% |
Aditya Birla Capital Ltd. | Financial | Equity | 2.59% |
Hitachi Energy India Ltd. | Capital Goods | Equity | 2.09% |
Prestige Estates Projects Ltd. | Construction | Equity | 2.03% |
Supreme Industries Ltd. | Chemicals | Equity | 1.92% |
Tube Investments Of India Ltd. | Automobile | Equity | 1.78% |
KPIT Technologies Ltd. | Technology | Equity | 1.55% |
PB Fintech Ltd. | Services | Equity | 0.00% |
Min. for 1st investment | ₹500 |
Min. for 2nd investment onwards | ₹500 |
Min. for SIP | ₹500 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 2.6% | 29.9% | 34.9% | 24.1% |
Category average | -3.3% | 20.1% | 25.4% | NA |
Rank with in category | 4 | 1 | 1 | NA |
Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
Motilal Oswal Midcap Fund Direct IDCW | 5 | 2.6% | 29.9% | 33,608.53 |
HDFC Mid Cap Fund Direct IDCW | 5 | 2.0% | 26.1% | 83,847.39 |
Edelweiss Mid Cap Direct Plan IDCW | 5 | 2.4% | 25.5% | 11,026.93 |
Nippon India Growth Mid Cap Fund Direct IDCW | 4 | 0.9% | 25.3% | 38,581.28 |
Sundaram Mid Cap Fund Direct IDCW | 4 | 0.5% | 23.6% | 12,595.54 |
Inclusive of GST
Exit load of 1%, if redeemed within 365 days.
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%.