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Useful articles for your finance management by our team of experts

Mutual Fund Review – Religare Invesco Mid N Small Cap

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Fund Name: Religare Invesco Mid N Small Cap (G)

CRISIL Rank: NA

Category: Mid and small cap

Expense Ratio: 3.07%

Risk Level: Average

Benchmark: CNX Midcap

Objective: To provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies.

Returns (Annualized)

1-Year3-Year5-Year
7.03%10.24%29.02%

Our Review

Religare Invesco Mid N Small cap (G) fund has made its inception in the year 2008. Since inception, it has produced annualized returns of 11.74%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Britannia Industries, Maruti Suzuki India, ING Vysya Bank, Tech Mahindra and Voltas. The fund invests about 54.02% of assets into mid caps, 32.15% in small caps and the rest in large caps. This fund is a good pick in it’s category.

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