The scheme seeks to achieve long term capital appreciation by investing in a maximum of 30 quality mid cap companies having long-term competitive advantages and potential for growth.
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)
Riskometer
Entry Load
Not applicable
Exit Load
WEF from 18/03/2024 1% - If redeemed or switched out on or before 1 year from the date of allotment for Subscription received after 18-Mar-2024. Nil - If redeemed after 1 year from the date of allotment. Entry Load: Nil, 1% -If redeemed or switched out on or before 15 days from the date of allotment for Subscription received till 17-Mar-2024. Nil - If redeemed after 15 days from the date of allotment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance
Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.