Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Rank within Category |
---|---|---|---|---|---|
1 Week | 09-Oct-18 | 10022.80 | 0.23% | - | -/- |
1 Month | 14-Sep-18 | 8840.50 | -11.59% | - | -/- |
3 Month | 16-Jul-18 | 9185.20 | -8.15% | - | -/- |
6 Month | 16-Apr-18 | 8515.20 | -14.85% | - | -/- |
YTD | 01-Jan-18 | 8077.20 | -19.23% | - | -/- |
1 Year | 16-Oct-17 | 8531.70 | -14.68% | -14.68% | -/- |
2 Year | 14-Oct-16 | 10177.50 | 1.77% | 0.88% | -/- |
3 Year | 16-Oct-15 | 12818.30 | 28.18% | 8.62% | -/- |
Since Inception | 17-Apr-15 | 13190.00 | 31.90% | 8.23% | -/- |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 16-Oct-17 | 12000 | 10395.02 | -13.37 % | -23.75 % |
2 Year | 14-Oct-16 | 24000 | 22266.62 | -7.22 % | -7.03 % |
3 Year | 16-Oct-15 | 36000 | 37699.43 | 4.72 % | 3.02 % |
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
This fund is inactive, so it does not have any stocks/debt in its current portfolio.
Scheme Name |
Crisil Rank |
Asset Size (Cr) |
1M |
3M |
6M |
1Y |
3Y |
---|---|---|---|---|---|---|---|
Invesco India Mid Cap Fund - Direct Plan - Growth | 5 | 8518.36 | 0.97 | 2.20 | 21.37 | 11.80 | 30.08 |
WhiteOak Capital Mid Cap Fund - Direct Plan - Growth | NA | 3731.43 | 1.60 | 3.98 | 19.31 | 7.14 | 27.13 |
HDFC Mid Cap Fund - Direct Plan - Growth | 4 | 84854.73 | 0.59 | 0.95 | 14.96 | 5.25 | 27.25 |
ICICI Prudential MidCap Fund - Direct Plan - Growth | 3 | 6588.81 | 0.76 | 1.28 | 19.19 | 4.41 | 23.43 |
Mirae Asset Midcap Fund - Direct Plan - Growth | 2 | 17194.25 | 0.38 | 2.71 | 19.37 | 4.25 | 21.81 |
Canara Robeco Mid Cap Fund - Direct Plan - Growth | NA | 3538.38 | -0.87 | 2.23 | 18.18 | 4.24 | 0.00 |
Kotak Midcap Fund - Direct Plan - Growth | 3 | 58299.59 | -0.78 | 2.21 | 18.20 | 3.78 | 23.89 |
Union Midcap Fund - Direct Plan - Growth | 3 | 1550.58 | 0.04 | 2.98 | 16.49 | 3.56 | 21.06 |
PGIM India Midcap Fund - Direct Plan - Growth | 1 | 11326.40 | -1.00 | 1.22 | 12.42 | 3.30 | 15.70 |
Edelweiss Mid Cap Fund - Direct Plan - Growth | 5 | 11731.01 | 0.18 | 1.81 | 13.89 | 3.20 | 26.74 |
Out of 97 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 2 is/are ranked 4 * , 8 is/are ranked 3 * , 11 is/are ranked 2 * , 7 is/are ranked 1 * , and 67 schemes are not ranked. See more about AMC