Fund Overview
An open ended equity scheme predominantly investing in mid cap stocks.
The Scheme shall follow a predominantly Mid cap strategy with a minimum exposure of 65% to Mid-Cap stocks. The Scheme may also seek participation in other equity and equity related securities to achieve optimal portfolio construction.
The aim of equity strategy will be to predominantly build a portfolio of mid-cap companies which have:
a) reasonable growth prospects
b) sound financial strength
c) sustainable business models
d) acceptable valuation that offers potential for capital appreciation.
- Suggested For3 Years and above
- Inception Date25/06/2007
- Minimum SIPRs 100.00
- Riskometer
Very High Risk - NAVGrowth OptionIDCW OptionRs 130.48as of 22/09/2023
- AUMRs47,236.04(in Cr)as of31/08/2023
- BenchmarkNIFTY Midcap 150 Index (Total Returns Index)
- Entry LoadNA
- TER
Total Expense Ratio Regular: 1.53 - Lock inNA
Exit Load
● In respect of each purchase/switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment.
● No Exit Load is payable if Units are redeemed/switched-out after 1 year from the date of allotment.
No Entry/Exit Load shall be levied on bonus units and units allotted on dividend reinvestment
Fund Managers
Mr. Chirag Setalvad
Fund Manger- Head of Equities
To Invest in this Fund – Call /Whatsapp : 9447 966768
mail us : oharionline@gmail.com