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Compare Mutual Funds

 
  • VRO Rating
  • 5
  • 5
  • Category,
    Sub-category
  • mid cap, equity
  • mid cap, equity
  • ET Money Rank in sub-category
  • 5 out of 20
  • 3 out of 20
  • Consistency
  • Fund Age
  • 9 yrs 8 m
  • 9 yrs 8 m
  • Fund Size
  • ₹19,504 Crs
  • ₹709 Crs
  • 3 months
  • 18.65%
  • 19.58%
  • 6 months
  • 8.95%
  • 18.29%
  • 1 year
  • 2.99%
  • 23.13%
  • 3 year
  • 27.35%
  • 41.19%
  • 5 year
  • 18.74%
  • 22.05%
  • Standard Deviation
  • 19.9
  • 23.62
  • Sharpe
  • 1.12
  • 1.4
  • Beta
  • 0.76
  • 0.83
  • Sortino
  • 1.25
  • 1.68
  • Alpha
  • 2.54
  • 11.5
  • Top 3 sectors
    • Financial (15.43%)
    • Services (11.92%)
    • Materials (8.85%)
    • Services (29.76%)
    • Automobile (15.8%)
    • Communication (8.1%)
  • Top 5 holdings
    • Cholamandalam Investment & Finance Co. Ltd. (4.43%)
    • ICICI Bank Ltd. (4.1%)
    • Trent Ltd. (3.41%)
    • PI Industries Ltd. (2.94%)
    • Container Corpn. Of India Ltd. (7.56%)
    • Escorts Kubota Ltd. (7.53%)
    • Patanjali Foods Ltd. (7.5%)
    • Oracle Financial Services Software Ltd. (6.78%)
    • Ashok Leyland Ltd. (6.75%)
  • P/E Ratio
  • 38.77
  • 25.42
  • P/B Ratio
  • 6.54
  • 3.45
  • Equity%
  • 88.15%
  • 99.23%
  • Debt%
  • 11.36%
  • 0%
  • Turnover Ratio
  • 24
  • NA
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • Expense Ratio
  • 0.52%
  • 0.63%
  • Exit Load
  • 1% know more
  • 0.5% know more
  • Lock-in
  • No Lockin
  • No Lockin
  • Benchmark Index
  • S&P BSE 150 MidCap TRI
  • Nifty Midcap 150 TRI
  • Min. Investment
  • SIP ₹500 & Lumpsum ₹5000
  • SIP ₹1000 & Lumpsum ₹5000
  • Investment Horizon
  • Good for Long Term
  • Good for Long Term
  • Managed By
    • Shreyash Devalkar
    • Ankit A Pande
    • Vasav Sahgal

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