Sector Allocation
Distribution across different sectors
Mutual Fund Research
Fund Performance
Historical performance of a ₹1,000 monthly SIP
| Investment Period | SIP Start Date | Amount Invested | Current Value | Absolute Return |
|---|---|---|---|---|
| One Week | 2026-11-05 | ₹1,000.00 | ₹1,002.13 | +0.21% |
| Two Week | 2026-11-05 | ₹1,000.00 | ₹1,002.13 | +0.21% |
| Since Inception | 2026-10-20 | ₹1,000.00 | ₹1,002.13 | +0.21% |
Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.
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Projection uses the selected fund return as an annualized assumption. It does not predict future performance.
Illustrative values only. Market returns are not fixed or guaranteed.
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Distribution across different sectors
Company-wise portfolio exposure
Understand the fund’s volatility, benchmark exposure and redemption characteristics.
Compare similar mutual funds by performance, fundamentals and risk.
| Fund Name | 1Y Return | 3Y Return | Since Inception |
|---|---|---|---|
| HSBC Midcap Fund - Regular Plan - Growth | 14.12% | 20.91% | 18.75% |
| Whiteoak Capital - Mid Cap Fund - Regular Plan - Growth | 6.49% | 19.36% | 20.26% |
| ICICI Prudential Mid Cap Fund - Regular Plan - Growth | 6.47% | 19.50% | 17.19% |
| Bandhan Mid Cap Fund - Regular Plan - Growth | 6.22% | 16.51% | 16.36% |
| JM Mid Cap Fund - Regular Plan - Growth | 5.90% | 16.62% | 20.09% |
| Helios Mid Cap Fund - Regular Plan - Growth | 5.80% | 0.00% | 20.92% |
| Invesco India Mid Cap Fund - Regular Plan - Growth | 5.71% | 21.91% | 16.42% |
| Axis Mid Cap Fund - Regular Plan - Growth | 4.98% | 15.87% | 17.19% |
| Union Midcap Fund - Regular Plan - Growth | 4.69% | 15.29% | 28.02% |
| Baroda Bnp Paribas Mid Cap Fund - Regular Plan - Growth | 3.31% | 14.56% | 12.32% |
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth | N/A | 1.23% |
| DSP Mid Cap Fund - Regular Plan - Growth | N/A | 0.84% |
| Franklin India Mid Cap Fund - Regular Plan - Growth | N/A | 1.13% |
| Bandhan Mid Cap Fund - Regular Plan - Growth | N/A | 0.76% |
| Helios Mid Cap Fund - Regular Plan - Growth | N/A | 0.98% |
| HDFC Mid Cap Fund - Regular Plan - Growth | N/A | 0.76% |
| Kotak Mid Cap Fund - Regular Plan - Growth | N/A | 0.54% |
| SBI Midcap Fund - Regular Plan - Growth | N/A | 1.02% |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | N/A | 0.75% |
| HSBC Midcap Fund - Regular Plan - Growth | N/A | 1.15% |
| Fund Name | Std. Deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth | N/A | 0.96 | 0.41 |
| DSP Mid Cap Fund - Regular Plan - Growth | N/A | 0.96 | 0.36 |
| Franklin India Mid Cap Fund - Regular Plan - Growth | N/A | 0.9 | 0.45 |
| Bandhan Mid Cap Fund - Regular Plan - Growth | N/A | 0.95 | 0.58 |
| Helios Mid Cap Fund - Regular Plan - Growth | N/A | N/A | N/A |
| HDFC Mid Cap Fund - Regular Plan - Growth | N/A | 0.824 | 0.604 |
| Kotak Mid Cap Fund - Regular Plan - Growth | N/A | 0.95 | 0.54 |
| SBI Midcap Fund - Regular Plan - Growth | N/A | 0.84 | 0.27 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | N/A | 0.95 | 0.51 |
| HSBC Midcap Fund - Regular Plan - Growth | N/A | 1.01 | 0.78 |
Returns are historical and do not guarantee future performance.
View All Equity Mid Cap FundsCompare schemes from Choice Mutual Fund by performance, fundamentals and risk.
| Fund Name | 1Y Return | 3Y Return | Since Inception |
|---|---|---|---|
| Choice Gold ETF - Regular Plan | 17.95% | 0.00% | 17.90% |
| Choice Nifty 50 Index Fund - Regular Plan - Growth | 0.00% | 0.00% | 9.71% |
| Choice Nifty Next 50 Index Fund - Regular Plan - Growth | 0.00% | 0.00% | 18.61% |
| Choice Overnight Fund - Regular Plan - Growth | 0.00% | 0.00% | 5.09% |
| Choice Large & Mid Cap Fund - Regular Plan - Growth | 0.00% | 0.00% | 0.00% |
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Choice Gold ETF - Regular Plan | N/A | 0.51% |
| Choice Nifty 50 Index Fund - Regular Plan - Growth | N/A | 0.76% |
| Choice Nifty Next 50 Index Fund - Regular Plan - Growth | N/A | 0.75% |
| Choice Overnight Fund - Regular Plan - Growth | N/A | 0.11% |
| Choice Large & Mid Cap Fund - Regular Plan - Growth | N/A | N/A |
| Fund Name | Std. Deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Choice Gold ETF - Regular Plan | N/A | N/A | N/A |
| Choice Nifty 50 Index Fund - Regular Plan - Growth | N/A | N/A | N/A |
| Choice Nifty Next 50 Index Fund - Regular Plan - Growth | N/A | N/A | N/A |
| Choice Overnight Fund - Regular Plan - Growth | N/A | N/A | N/A |
| Choice Large & Mid Cap Fund - Regular Plan - Growth | N/A | N/A | N/A |
Returns are historical and do not guarantee future performance.
View All Choice Mutual Fund FundsInvestment requirements and key fund information
Charges that may apply when you redeem units
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