Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Rank within Category |
---|---|---|---|---|---|
1 Week | 09-Oct-18 | 10016.00 | 0.16% | - | -/- |
1 Month | 14-Sep-18 | 8821.50 | -11.79% | - | -/- |
3 Month | 16-Jul-18 | 9164.20 | -8.36% | - | -/- |
6 Month | 16-Apr-18 | 8468.80 | -15.31% | - | -/- |
YTD | 01-Jan-18 | 7992.30 | -20.08% | - | -/- |
1 Year | 16-Oct-17 | 8411.80 | -15.88% | -15.88% | -/- |
2 Year | 14-Oct-16 | 9865.80 | -1.34% | -0.67% | -/- |
3 Year | 16-Oct-15 | 12207.00 | 22.07% | 6.87% | -/- |
Since Inception | 17-Apr-15 | 12500.00 | 25.00% | 6.58% | -/- |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 16-Oct-17 | 12000 | 10324.41 | -13.96 % | -24.75 % |
2 Year | 14-Oct-16 | 24000 | 21920.44 | -8.66 % | -8.45 % |
3 Year | 16-Oct-15 | 36000 | 36738.84 | 2.05 % | 1.32 % |
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 - Growth | 5 | 8062.31 | 2.84 | 2.42 | 27.00 | 9.41 | 26.42 |
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | NA | 3500.44 | 3.88 | 2.23 | 21.21 | 4.74 | 24.32 |
Kotak Midcap Fund - Growth | 3 | 56988.32 | 2.76 | 2.49 | 22.86 | 2.58 | 20.46 |
Edelweiss Mid Cap Fund - Regular Plan - Growth | 5 | 11026.93 | 3.38 | -0.36 | 20.63 | 2.55 | 23.14 |
HDFC Mid Cap Fund - Growth | 4 | 83104.83 | 2.99 | 0.73 | 18.20 | 1.81 | 24.59 |
PGIM India Midcap Fund - Growth | 1 | 11468.11 | 2.90 | 1.79 | 19.85 | 1.68 | 12.65 |
ICICI Prudential MidCap Fund - Growth | 3 | 6492.10 | 2.82 | -1.03 | 21.62 | 1.64 | 20.80 |
Canara Robeco Mid Cap Fund - Regular Plan - Growth | NA | 3179.53 | 3.37 | 1.80 | 24.22 | 1.63 | 0.00 |
HSBC Mid Cap Fund - Regular Plan - Growth | 3 | 11845.25 | 4.68 | 2.39 | 26.00 | 0.79 | 23.11 |
Nippon India Growth Mid Cap Fund - Growth | 4 | 38385.96 | 3.11 | -0.79 | 20.05 | 0.78 | 23.54 |
Out of 135 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 6 is/are ranked 4 * , 13 is/are ranked 3 * , 13 is/are ranked 2 * , 3 is/are ranked 1 * , and 98 schemes are not ranked. See more about AMC