Mutual Fund

1. Description: An open-ended equity scheme aiming to provide long-term capital appreciation by investing predominantly in mid-cap companies. The fund focuses on identifying companies with sound financial strength and sustainable business models, offering reasonable growth prospects.

2. Asset Class: Equity​

3. Asset Sub-Class: Mid Cap​

4. XIRR: Not explicitly provided in the available sources​

5. 1-Year Return: 13.5% ​

6. 3-Year Return (CAGR): 32.28% ​

7. 5-Year Return (CAGR): 32.85% ​

8. Expense Ratio: 1.63% for Regular Plan ​

9. Minimum Investment Amount: Not explicitly provided in the available sources​

10. Lock-in Period: None​

11. Exit Load: 1% if redeemed within 1 year ​

Additional Information:

• Fund Manager: Chirag Setalvad (since June 25, 2007)

• Assets Under Management (AUM): ₹75,382.30 Crores (as of July 31, 2024) ​

• Risk Level: Very High ​

Please note that past performance does not guarantee future results, and mutual fund investments are subject to market risks.