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Compare Mutual Funds

 
  • VRO Rating
  • 5
  • 4
  • Category,
    Sub-category
  • mid cap, equity
  • mid cap, equity
  • ET Money Rank in sub-category
  • 1 out of 20
  • 6 out of 20
  • Consistency
  • Fund Age
  • 8 yrs 10 m
  • 9 yrs 8 m
  • Fund Size
  • ₹6,614 Crs
  • ₹2,256 Crs
  • 3 months
  • 21%
  • 21.87%
  • 6 months
  • 14.54%
  • 14.21%
  • 1 year
  • 11.25%
  • 11.32%
  • 3 year
  • 44.06%
  • 31.92%
  • 5 year
  • 21.31%
  • 17.15%
  • Standard Deviation
  • 24.35
  • 24.69
  • Sharpe
  • 1.49
  • 1.1
  • Beta
  • 0.93
  • 0.97
  • Sortino
  • 1.55
  • 1.17
  • Alpha
  • 12.16
  • 2.17
  • Top 3 sectors
    • Capital Goods (16.96%)
    • Financial (16.63%)
    • Automobile (10.34%)
    • Financial (22.08%)
    • Capital Goods (13.79%)
    • Chemicals (9.68%)
  • Top 5 holdings
    • ABB India Ltd. (4.44%)
    • Timken India Ltd. (4.17%)
    • TVS Motor Co. Ltd. (4.15%)
    • HDFC Bank Ltd. (3.51%)
    • Dalmia Bharat Ltd. (3.49%)
    • ABB India Ltd. (4.6%)
    • Cummins India Ltd. (3.9%)
    • Federal Bank Ltd. (3.82%)
    • Trent Ltd. (3.53%)
    • Cholamandalam Investment & Finance Co. Ltd. (3.5%)
  • P/E Ratio
  • 35.31
  • 28.5
  • P/B Ratio
  • 4.76
  • 3.82
  • Equity%
  • 93.98%
  • 96.29%
  • Debt%
  • 7.41%
  • 4.82%
  • Turnover Ratio
  • 104
  • 34
  • 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
  • Nifty Midcap 150 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
    • Trideep Bhattacharya
    • Sahil Shah

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