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NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
Axis Nifty Midcap 50 Index Fund Direct Growth

Axis Mutual Fund

Equity Mid Cap 3/5
Edelweiss Mid Cap Direct Plan Growth

Edelweiss Mutual Fund

Equity Mid Cap 4/5
HDFC Mid Cap Opportunities Fund Direct Growth

HDFC Mutual Fund

Equity Mid Cap 5/5
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 18.41 (21-Apr-2025) ₹ 107.72 (21-Apr-2025) ₹ 194.35 (21-Apr-2025)
Fund Size 28063.01 396.04 8633.85 72610.08
Expense Ratio (%) 0.55 0.26 0.39 0.89
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 100 100
Min SIP (₹) 100 100 100 100
Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. Exit load of 0.25% if redeemed within 7 days. Exit load of 1%, if redeemed within 90 days. Exit load of 1% if redeemed within 1 year.
Returns
1Y Return (%) 13.56 11.73 19.47 12.09
3Y Return (%) 17.08 22.04 24.11 24.42
5Y Return (%) 26.33 N/A 35.75 34.35
Top Holdings
Top 10 Holdings
Fortis Healthcare Ltd.
3.31%
The Indian Hotels Company Ltd.
3.18%
Persistent Systems Ltd.
2.87%
Coromandel International Ltd.
2.75%
The Federal Bank Ltd.
2.17%
Bharti Hexacom Ltd.
2.14%
JK Cement Ltd.
2.14%
Lupin Ltd.
2.11%
Solar Industries India Ltd.
2.02%
Cholamandalam Investment and Finance Company Ltd.
1.98%
Max Healthcare Institute Ltd.
4.99%
BSE Ltd.
4.55%
Persistent Systems Ltd.
3.59%
Coforge Ltd.
3.28%
PB Fintech Ltd.
3.22%
Dixon Technologies (India) Ltd.
3.11%
Lupin Ltd.
3.0%
The Federal Bank Ltd.
2.89%
Indus Towers Ltd.
2.7%
SRF Ltd.
2.61%
The Indian Hotels Company Ltd.
3.68%
Max Healthcare Institute Ltd.
3.4%
Persistent Systems Ltd.
3.19%
Dixon Technologies (India) Ltd.
3.01%
Marico Ltd.
2.99%
Coforge Ltd.
2.69%
Solar Industries India Ltd.
2.52%
Edelweiss Liquid Super Institutional Direct-Growth
2.51%
PB Fintech Ltd.
2.4%
CG Power and Industrial Solutions Ltd.
2.34%
Max Financial Services Ltd.
4.04%
The Indian Hotels Company Ltd.
3.69%
The Federal Bank Ltd.
3.39%
Coforge Ltd.
3.36%
Ipca Laboratories Ltd.
3.27%
Balkrishna Industries Ltd.
3.22%
Hindustan Petroleum Corporation Ltd.
2.76%
Indian Bank
2.75%
Persistent Systems Ltd.
2.73%
Apollo Tyres Ltd.
2.46%
About Fund
Fund Started Date 01-Jan-2013 28-Mar-2022 01-Jan-2013 01-Jan-2013
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Karthik Kumar Dhruv Bhatia, Trideep Bhattacharya, Raj Koradia Chirag Setalvad, Dhruv Muchhal
Custodian Name Deutsche Bank Deutsche Bank Standard Chartered Bank N/A
RTA Name KFin Tech KFin Tech KFin Tech Cams
RTA Address Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.karvymfs.com www.karvymfs.com www.camsonline.com

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