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Wealth Creation
Mid Cap Momentum
A concentrated mid-cap and large & mid-cap bet for investors who believe in the structural growth story of India's mid-sized companies. Higher volatility, higher potential.
Risk Level
Very High
Holding Period
5+ years
SIP Range
₹3,000 – ₹30,000
Funds
4
Portfolio Analytics
Blended metrics based on equal-weight fund composition. Updated daily.
Blended 1Y
+9%
Blended 3Y CAGR
+24%
Blended 5Y CAGR
+14.7%
Avg TER
1.91%
Max Drawdown
+6.7%
Worst 1Y return among constituent funds
Riskometer
LowVery High
Very High
Fund Composition
4 funds, equally weighted (25.0% each).
Scheme
NAV
1Y
3Y
5Y
TER
Edelweiss MidCap Reg Gr
EdelweissMFEquity: Mid Cap
₹105.45
+8.9%
+24.6%
+20.1%
1.80%
WhiteOak Capital Mid Cap Fund Reg Gr
WhiteOakCapitalMFEquity: Mid Cap
₹20.60
+13.6%
+25.6%
+0.0%
2.02%
HDFC Mid Cap Fund Gr
HDFCMFEquity: Mid Cap
₹199.21
+6.7%
+23.0%
+20.4%
1.37%
Bandhan Large & Mid Cap Reg Gr
BandhanMFEquity: Large and Mid Cap
₹138.37
+7.0%
+22.8%
+18.2%
2.45%
Ready to start investing in this bucket?
Speak with a Money Lancer advisor to set up SIPs for this bucket portfolio — or customise it to your exact needs.
Important: This is a model portfolio for educational purposes — not personalised investment advice. Blended returns are equal-weight averages computed from constituent fund data and are approximations. Past performance does not guarantee future results. All funds shown are Regular Plans. Mutual fund investments are subject to market risks — read all scheme-related documents carefully. ARN-175445.