ABAditya Birla SL MFDirect · IDCW

ING Midcap Fund - Dividend - Direct Plan

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 10 Oct 2014₹22.60-0.92%
AUM₹33 Crfrom this fund's primary plan
Expense Ratio1.84%
CAGR
Exit Load1% on or before 365D,Nil after 365D
Min SIP₹1,000from this fund's primary plan
Launched2013

Investment Objective

An open-ended scheme, seeking to provide long-term growth of capital at controlled level of risk by investing primarily in Mid-Cap stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to genarate higher returns than a fund focused on large and liquid stocks.

Fund Mandate

Equit & Equity & Equity related instruments of companies other than MidCap companies0%–35%
Equity & Equity related instruments of MidCap Companies65%–100%
MMI0%–25%
Fund Managers
JP
Jasmina Parekh
Fund Manager
Key Information
1.84%
₹1,000from this fund's primary plan
₹5,000
1% on or before 365D,Nil after 365D
Nil
Inception01 Jan 2013
AMCAditya Birla SL MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.92%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.84%
1% on or before 365D,Nil after 365D
Nil
₹1,000from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme