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NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
Bandhan Nifty Midcap 150 Index Fund Direct Growth

Bandhan Mutual Fund

Equity Mid Cap
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata 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) ₹ 9.01 (21-Apr-2025) ₹ 16.93 (21-Apr-2025) ₹ 9.51 (21-Apr-2025)
Fund Size 28063.01 22.17 752.7 45.6
Expense Ratio (%) 0.55 0.21 0.4 0.44
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 5000 1000
Min SIP (₹) 100 100 150 500
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 15 days. Exit load of 0.25%, if redeemed within 90 days Nil
Returns
1Y Return (%) 13.56 N/A 5.93 N/A
3Y Return (%) 17.08 N/A 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.
2.59%
BSE Ltd.
2.36%
Suzlon Energy Ltd.
2.13%
Persistent Systems Ltd.
1.86%
Coforge Ltd.
1.72%
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%
BSE Ltd.
5.76%
The Indian Hotels Company Ltd.
5.19%
Max Healthcare Institute Ltd.
5.11%
Persistent Systems Ltd.
4.93%
Coforge Ltd.
4.89%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.32%
Dixon Technologies (India) Ltd.
4.18%
The Federal Bank Ltd.
3.6%
Fortis Healthcare Ltd.
3.47%
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 19-Sep-2024 20-Oct-2022 28-Nov-2024
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Abhishek Jain Kapil Menon, Rakesh Prajapati Sharwan Kumar Goyal, Ayush Jain
Custodian Name Deutsche Bank Deutsche Bank Standard Chartered Bank N/A
RTA Name KFin Tech Cams Cams KFin Tech
RTA Address Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 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 enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.camsonline.com www.camsonline.com www.karvymfs.com

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