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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
  • 1 out of 20
  • 5 out of 20
  • Consistency
  • Fund Age
  • 8 yrs 10 m
  • 9 yrs 8 m
  • Fund Size
  • ₹6,614 Crs
  • ₹19,504 Crs
  • 3 months
  • 21%
  • 18.65%
  • 6 months
  • 14.54%
  • 8.95%
  • 1 year
  • 11.25%
  • 2.99%
  • 3 year
  • 44.06%
  • 27.35%
  • 5 year
  • 21.31%
  • 18.74%
  • Standard Deviation
  • 24.35
  • 19.9
  • Sharpe
  • 1.49
  • 1.12
  • Beta
  • 0.93
  • 0.76
  • Sortino
  • 1.55
  • 1.25
  • Alpha
  • 12.16
  • 2.54
  • Top 3 sectors
    • Capital Goods (16.78%)
    • Financial (14.27%)
    • Services (10.33%)
    • Financial (15.43%)
    • Services (11.92%)
    • Materials (8.85%)
  • Top 5 holdings
    • ABB India Ltd. (4.35%)
    • TVS Motor Co. Ltd. (4.1%)
    • Timken India Ltd. (3.85%)
    • Indian Hotels Co. Ltd. (3.73%)
    • Varun Beverages Ltd. (3.6%)
    • Cholamandalam Investment & Finance Co. Ltd. (4.43%)
    • ICICI Bank Ltd. (4.1%)
    • Trent Ltd. (3.41%)
    • PI Industries Ltd. (2.94%)
  • P/E Ratio
  • 35.31
  • 38.77
  • P/B Ratio
  • 4.76
  • 6.54
  • Equity%
  • 93.98%
  • 88.15%
  • Debt%
  • 7.41%
  • 11.36%
  • Turnover Ratio
  • 104
  • 24
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • NA
  • Expense Ratio
  • 0.42%
  • 0.52%
  • Exit Load
  • 0.5% know more
  • 1% know more
  • Lock-in
  • No Lockin
  • No Lockin
  • Benchmark Index
  • Nifty Midcap 150 TRI
  • S&P BSE 150 MidCap TRI
  • Min. Investment
  • SIP ₹1000 & Lumpsum ₹5000
  • SIP ₹500 & Lumpsum ₹5000
  • Investment Horizon
  • Good for Long Term
  • Good for Long Term
  • Managed By
    • Aniruddha Naha
    • Vivek Sharma
    • Puneet Pal
    • Shreyash Devalkar

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