| Category: Equity: Mid Cap |
| Launch Date: 09-08-2004 |
| Asset Class: Equity |
| Benchmark: S&P BSE 150 MidCap TRI |
| Expense Ratio: 1.88% As on (30-04-2022) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 6,568.62 Cr As on (30-04-2022) |
| Turn over: 20.61 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| L&T Mid Cap Fund-Regular Plan-Growth | 4.47 | 13.27 | 8.5 | 18.34 | 17.98 |
| S&P BSE 150 MidCap TRI | 10.74 | 20.98 | 13.16 | 18.16 | 17.06 |
| Equity: Mid Cap | 10.68 | 18.58 | 11.67 | 18.3 | 15.04 |
Vihang Naik,Venugopal Manghat
The scheme aims to generate capital appreciation by investing primarily in midcap stocks. The investment universe would primarily comprise of companies that have a market capitalisation ranging from Rs 300 to Rs 3000 crore.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| L&T Mid Cap Fund-Regular Plan-Growth | 15.42 | 1.52 | 13.68 | 0.87 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| L&T Mid Cap Fund-Regular Plan-Growth | 09-08-2004 | 4.47 | 33.89 | 13.27 | 8.5 | 18.34 |
| Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option | 24-02-2014 | 28.66 | 48.67 | 19.53 | 11.21 | 0.0 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 20.24 | 54.12 | 30.15 | 19.04 | 15.25 |
| SBI Magnum Midcap Fund - Regular Plan - Growth | 29-03-2005 | 18.18 | 53.84 | 22.4 | 11.88 | 20.4 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 17.34 | 47.65 | 0.0 | 0.0 | 0.0 |
| Aditya Birla Sun Life MidCap Fund-Growth | 05-10-2002 | 16.24 | 45.6 | 14.72 | 8.05 | 16.04 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 15.28 | 47.2 | 19.29 | 13.61 | 16.74 |
| PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | 05-12-2013 | 15.0 | 56.3 | 30.1 | 15.85 | 0.0 |
| BOI Axa Mid & Small Cap Equity & Debt Fund - Regular Plan Growth | 13-07-2016 | 14.12 | 40.46 | 19.34 | 12.53 | 0.0 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 13.18 | 47.5 | 21.18 | 13.52 | 20.15 |