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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
  • 3 out of 20
  • 6 out of 20
  • Consistency
  • Fund Age
  • 9 yrs 8 m
  • 9 yrs 8 m
  • Fund Size
  • ₹709 Crs
  • ₹2,256 Crs
  • 3 months
  • 19.58%
  • 21.87%
  • 6 months
  • 18.29%
  • 14.21%
  • 1 year
  • 23.13%
  • 11.32%
  • 3 year
  • 41.19%
  • 31.92%
  • 5 year
  • 22.05%
  • 17.15%
  • Standard Deviation
  • 23.62
  • 24.69
  • Sharpe
  • 1.4
  • 1.1
  • Beta
  • 0.83
  • 0.97
  • Sortino
  • 1.68
  • 1.17
  • Alpha
  • 11.5
  • 2.17
  • Top 3 sectors
    • Services (29.76%)
    • Automobile (15.8%)
    • Communication (8.1%)
    • Financial (22.08%)
    • Capital Goods (13.79%)
    • Chemicals (9.68%)
  • Top 5 holdings
    • 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%)
    • 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
  • 25.42
  • 28.5
  • P/B Ratio
  • 3.45
  • 3.82
  • Equity%
  • 99.23%
  • 96.29%
  • Debt%
  • 0%
  • 4.82%
  • Turnover Ratio
  • NA
  • 34
  • Yield To Maturity
  • NA
  • NA
  • Modified Duration
  • NA
  • NA
  • Avg. Maturity
  • NA
  • NA
  • Avg. Credit Quality
  • NA
  • Expense Ratio
  • 0.63%
  • 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
    • Ankit A Pande
    • Vasav Sahgal
    • Trideep Bhattacharya
    • Sahil Shah

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