Pros | - | ![]() Lower probablity of downside risk. ![]() Recovers losses quickly. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | 2/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 0 Years | 12 Years | ||
Fund Size | - | 84061 Cr | ||
Min Investment | Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | - | 0.75% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | - | 77 | ||
Top 5 Holdings | - | Max Financial Services Ltd (5.02%) Coforge Ltd (3.44%) The Federal Bank Ltd (3.24%) AU Small Finance Bank Ltd (2.97%) Hindustan Petroleum Corp Ltd (2.89%) | ||
No of Sectors | - | 10 | ||
Top 3 Sectors | - | Financial Services (27.61%) Consumer Cyclical (18.79%) Tech (11.94%) | ||
Equity % | - | 92.85% | ||
Debt % | - | - | ||
P/E | - | 25.93 | ||
P/B | - | 3.57 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | - | -0.8% | ||
3-Month Return | - | 9.87% | ||
6-Month Return | - | 10.98% | ||
1-Year Return | - | 3.4% | ||
3-Year Return | - | 28.82% | ||
5-Year Return | - | 32.61% |
Sharpe | - | 1.64 | ||
Alpha | - | 5.11 | ||
Beta | - | 0.87 | ||
Standard Deviation | - | 14.62 | ||
Information Ratio | - | 0.85 |
Description | Bank of India Mid Cap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Mid Cap Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Alok Singh | Chirag Setalvad |