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NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
Baroda BNP Paribas Nifty Midcap 150 Index Fund Direct Growth

Baroda BNP Paribas Mutual Fund

Equity Mid Cap
Mahindra Manulife Mid Cap Fund Direct Growth

Mahindra Mutual Fund

Equity Mid Cap 4/5
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 9.57 (21-Apr-2025) ₹ 34.89 (21-Apr-2025) ₹ 10.44 (21-Apr-2025)
Fund Size 28063.01 8.15 3397.92 40.15
Expense Ratio (%) 0.55 0.39 0.47 0.38
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 1000 1000
Min SIP (₹) 100 500 500 500
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 0.20%, if redeemed within 7 days. Exit load of 1% if redeemed within 3 months. Nil
Returns
1Y Return (%) 13.56 N/A 11.13 N/A
3Y Return (%) 17.08 N/A 22.47 N/A
5Y Return (%) 26.33 N/A 32.77 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.
2.55%
BSE Ltd.
2.24%
Suzlon Energy Ltd.
2.15%
Persistent Systems Ltd.
1.82%
Coforge Ltd.
1.69%
PB Fintech Ltd.
1.61%
Lupin Ltd.
1.58%
Dixon Technologies (India) Ltd.
1.58%
The Federal Bank Ltd.
1.47%
Indus Towers Ltd.
1.4%
Max Healthcare Institute Ltd.
3.23%
State Bank of India
2.4%
Indian Bank
2.23%
Voltas Ltd.
2.19%
ICICI Bank Ltd.
2.18%
Blue Star Ltd.
2.17%
The Federal Bank Ltd.
2.13%
HDFC Bank Ltd.
2.04%
Coforge Ltd.
1.97%
Jindal Steel & Power Ltd.
1.97%
BSE Ltd.
6.31%
Dixon Technologies (India) Ltd.
4.67%
Persistent Systems Ltd.
4.28%
Coforge Ltd.
4.24%
CG Power and Industrial Solutions Ltd.
2.8%
Lupin Ltd.
2.6%
Blue Star Ltd.
2.52%
Marico Ltd.
2.48%
Colgate-Palmolive (India) Ltd.
2.26%
HDFC Asset Management Company Ltd.
2.17%
About Fund
Fund Started Date 01-Jan-2013 04-Nov-2024 30-Jan-2018 13-Feb-2025
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Neeraj Saxena Krishna Sanghavi, Manish Lodha, Kirti Dalvi Sharwan Kumar Goyal, Ayush Jain
Custodian Name Deutsche Bank Deutsche Bank Deutsche Bank 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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