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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
Helios Mid Cap Fund Direct Growth

Helios Mutual Fund

Equity Mid Cap
UTI Nifty Midcap 150 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 18.41 (21-Apr-2025) ₹ 10.76 (21-Apr-2025) ₹ 9.51 (21-Apr-2025)
Fund Size 28063.01 396.04 57.09 45.6
Expense Ratio (%) 0.55 0.26 0.92 0.44
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 1000
Min SIP (₹) 100 100 1000 500
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 for units in excess of 10% of the investment,1% will be charged for redemption within 3 months. Nil
Returns
1Y Return (%) 13.56 11.73 N/A N/A
3Y Return (%) 17.08 22.04 N/A N/A
5Y Return (%) 26.33 N/A N/A N/A
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%
Hitachi Energy India Ltd.
3.85%
Fortis Healthcare Ltd.
2.52%
Bharti Hexacom Ltd.
2.47%
Glaxosmithkline Pharmaceuticals Ltd.
2.47%
Apollo Hospitals Enterprise Ltd.
2.46%
Muthoot Finance Ltd.
2.44%
Patanjali Foods Ltd.
2.43%
Vishal Mega Mart Ltd.
2.42%
Max Financial Services Ltd.
2.42%
Aditya Birla Capital Ltd.
2.42%
Max Healthcare Institute Ltd.
2.59%
BSE Ltd.
2.36%
Suzlon Energy Ltd.
2.13%
Persistent Systems Ltd.
1.86%
Coforge Ltd.
1.71%
PB Fintech Ltd.
1.67%
Dixon Technologies (India) Ltd.
1.61%
Lupin Ltd.
1.55%
The Federal Bank Ltd.
1.5%
Indus Towers Ltd.
1.4%
About Fund
Fund Started Date 01-Jan-2013 28-Mar-2022 13-Mar-2025 28-Nov-2024
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Karthik Kumar Alok Bahl, Pratik Singh Sharwan Kumar Goyal, Ayush Jain
Custodian Name Deutsche Bank Deutsche Bank SBI SG Global Securities Services Pvt.Ltd. N/A
RTA Name KFin Tech KFin Tech Cams KFin Tech
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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.karvymfs.com www.camsonline.com www.karvymfs.com

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