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SET SMS ALERT Fund Family ING Mutual Fund
Fund Class Small & Mid Cap
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -5.2 | 33 |
| 3 mth | 0.2 | 26 |
| 6 mth | -10.3 | 32 |
| 1 year | 11.8 | 25 |
| 2 year | 1.2 | 36 |
| 3 year | 1.5 | 29 |
| 5 year | 3.3 | 34 |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -14.7 | - | - | - | - |
| 2012 | 20.1 | -4.2 | 6.9 | 9.9 | 38.5 |
| 2011 | -6.9 | 1.5 | -10.0 | -8.5 | -22.8 |
| 2010 | 0.9 | 5.9 | 10.7 | -4.4 | 15.3 |
| 2009 | -4.0 | 51.5 | 22.7 | 7.1 | 95.2 |
| 2008 | -33.9 | -12.8 | -8.0 | -31.6 | -65.3 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -5.2 | 0.2 | -10.3 | 11.8 | 1.2 | 1.5 | 3.3 |
| Category avg | -4.4 | -0.2 | -8.9 | 12.5 | 4.0 | 2.5 | 6.4 |
| Difference of Fund returns and Category returns | -0.8 | 0.4 | -1.4 | -0.7 | -2.8 | -1.0 | -3.1 |
| Best of category | 0.3 | 8.0 | -1.3 | 27.1 | 14.5 | 14.4 | 17.8 |
| Worst of category | -9.2 | -8.8 | -22.8 | -7.4 | -7.0 | -10.4 | -4.4 |
| Benchmark returns # | -6.8 | -1.6 | -10.1 | 9.1 | -1.0 | -1.8 | 4.0 |
| Difference of Fund returns and Benchmark returns | 1.6 | 1.8 | -0.2 | 2.7 | 2.2 | 3.3 | -0.7 |
Investment Objective
An open-ended scheme, seeking to provide long-term growth of capital at controlled level of risk by investing primarily in Mid-Cap stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | May 09, 2005 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 28.15 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Jasmina Parekh View performance of schemes managed by the Fund Manager |
| Notes | ING C.U.B (Competitive Upcoming Businesses) Fund has been merged with ING Midcap Fund w.e.f 24-12-2011. |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed on or before 365 days from the date of allotment. |
| Regd. Office | 601/602, Windsor, Off C.S.T Road, Kalina, Santacruz (E) Mumbai, 400 098 |
|---|---|
| Tel. No. | 3982 7999 |
| Fax No. | 2650 0248 |
| information@in.ing.com | |
| Website | http://www.ingim.co.in/ |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.6 | -5.0 | 13.5 | 7.8 | 13.7 |
| Birla SL Dividend Yield (G) | Rank 3 |
1,333.07 | -2.8 | -9.4 | 4.7 | 2.9 | 13.5 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 1.9 | -6.3 | 17.4 | 4.7 | 10.4 |
| Birla Sun Life Midcap Fund -A (G) | Rank 4 |
1,176.05 | 0.9 | -6.3 | 14.9 | 1.2 | 7.8 |
| DSP-BR Small & Mid Cap -RP (G) | Rank 3 |
1,158.90 | -2.0 | -13.8 | 9.1 | 1.6 | 10.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| NBCC | Engineering | 0.85 | 3.14 |
| ING Vysya Bank | Banking/Finance | 0.81 | 2.98 |
| Rel Capital | Banking/Finance | 0.79 | 2.93 |
| JK Bank | Banking/Finance | 0.74 | 2.72 |
| NIIT Tech | Technology | 0.72 | 2.66 |
| Cadila Health | Pharmaceuticals | 0.71 | 2.60 |
| HPCL | Oil & Gas | 0.70 | 2.59 |
| Hind Zinc | Metals & Mining | 0.68 | 2.49 |
| Bata India | Cons NonDurable | 0.67 | 2.48 |
| Allahabad Bank | Banking/Finance | 0.67 | 2.48 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 24.60 | 33.71 | 22.68 |
| Pharmaceuticals | 11.71 | 13.40 | 7.44 |
| Manufacturing | 7.74 | 9.32 | 7.26 |
| Engineering | 6.28 | 6.54 | 3.72 |
| Cement | 5.45 | 13.62 | 5.45 |
| Cons NonDurable | 5.01 | 6.55 | 2.69 |
| Equity | 93.38 |
| Others | 0.00 |
| Debt | 0.13 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 6.49 |
| Holdings | (%) |
|---|---|
| Top 5 | 14.43 |
| Top 10 | 27.07 |
| Sector | (%) |
|---|---|
| Top 3 | 44.05 |
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