NAV: 13 Jun 2025 | ₹118.47 |
Min. SIP amount | ₹500 |
Rating | 3 |
Fund size | ₹2,136.80Cr |
Min. for 1st investment | ₹5,000 |
Min. for 2nd investment onwards | ₹1,000 |
Min. for SIP | ₹500 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 4.3% | 26.1% | 29.8% | 19.9% |
Category average | 4.0% | 26.6% | 29.6% | NA |
Rank with in category | 29 | 21 | 16 | NA |
Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 11.9% | 36.7% | 30,401.09 |
HDFC Mid Cap Opportunities Fund Direct Growth | 5 | 8.0% | 32.7% | 79,717.67 |
Nippon India Growth Fund Direct Growth | 4 | 8.1% | 31.2% | 36,836.07 |
Sundaram Mid Cap Fund Direct Growth | 4 | 9.0% | 30.4% | 12,344.49 |
SBI Magnum Mid Cap Direct Plan Growth | 4 | 3.2% | 23.7% | 22,406.12 |
Inclusive of GST
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
0.005% (from July 1st, 2020)
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.