Compare Mutual Funds

Back to Screener

Select Funds to Compare

Add or remove up to 5 mutual funds to compare their performance and metrics.

NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
Baroda BNP Paribas Midcap Fund Direct Growth

BNP Paribas Mutual Fund

Equity Mid Cap 3/5
Kotak Nifty Midcap 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 111.85 (21-Apr-2025) ₹ 9.33 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 28063.01 1981.66 48.74 11332.71
Expense Ratio (%) 0.55 0.56 0.27 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 100 5000 100 100
Min SIP (₹) 100 500 100 100
Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. Nil For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 13.56 10.6 N/A 15.39
3Y Return (%) 17.08 18.64 N/A 22.59
5Y Return (%) 26.33 30.57 N/A 30.85
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%
PB Fintech Ltd.
3.21%
The Indian Hotels Company Ltd.
2.78%
Hitachi Energy India Ltd.
2.76%
The Phoenix Mills Ltd.
2.7%
The Federal Bank Ltd.
2.43%
Persistent Systems Ltd.
2.23%
Lupin Ltd.
2.2%
Indian Bank
2.19%
Navin Fluorine International Ltd.
2.12%
Ipca Laboratories Ltd.
2.12%
Max Healthcare Institute Ltd.
4.98%
BSE Ltd.
4.54%
Persistent Systems Ltd.
3.58%
Coforge Ltd.
3.3%
PB Fintech Ltd.
3.21%
Dixon Technologies (India) Ltd.
3.1%
Lupin Ltd.
2.99%
The Federal Bank Ltd.
2.88%
Indus Towers Ltd.
2.7%
SRF Ltd.
2.6%
Sundaram Liquid Direct-Growth
4.01%
Cummins India Ltd.
3.42%
The Federal Bank Ltd.
3.27%
Coromandel International Ltd.
3.06%
Kalyan Jewellers India Ltd.
2.48%
Lupin Ltd.
2.42%
Fortis Healthcare Ltd.
2.39%
Persistent Systems Ltd.
2.36%
Mahindra & Mahindra Financial Services Ltd.
2.15%
Marico Ltd.
2.07%
About Fund
Fund Started Date 01-Jan-2013 02-Jan-2013 16-Aug-2024 02-Jan-2013
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Shiv Chanani, Himanshu Singh Abhishek Bisen, Devender Singhal, Satish Dondapati Bharath S., Ratish Varier
Custodian Name Deutsche Bank Hongkong & Shanghai Banking Corporation Deutsche Bank Standard Chartered Bank
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

You May Be Interested In