Pros | - | ![]() Larger AUM within category. ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | - |
INDMoney rank | - | 6/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 0 Years | 12 Years | ||
Fund Size | - | 57102 Cr | ||
Min Investment | Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | - | 0.38% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | - | 63 | ||
Top 5 Holdings | - | Fortis Healthcare Ltd (3.44%) Mphasis Ltd (3.29%) Solar Industries India Ltd (3.04%) GE Vernova T&D India Ltd (2.93%) Swiggy Ltd (2.9%) | ||
No of Sectors | - | 12 | ||
Top 3 Sectors | - | Consumer Cyclical (19.98%) Industrial (16.87%) Tech (15.61%) | ||
Equity % | - | 96.65% | ||
Debt % | - | - | ||
P/E | - | 31.62 | ||
P/B | - | 5.14 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | - | -0.06% | ||
3-Month Return | - | 13.45% | ||
6-Month Return | - | 13.59% | ||
1-Year Return | - | 4.32% | ||
3-Year Return | - | 24.69% | ||
5-Year Return | - | 31.27% |
Sharpe | - | 1.29 | ||
Alpha | - | 0.68 | ||
Beta | - | 0.91 | ||
Standard Deviation | - | 15.95 | ||
Information Ratio | - | -0.26 |
Description | Bank of India Mid Cap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Kotak Midcap Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Alok Singh | Atul Bhole |