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NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
DSP Midcap Direct Plan Growth

DSP Mutual Fund

Equity Mid Cap 1/5
HDFC Mid Cap Opportunities Fund Direct Growth

HDFC Mutual Fund

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

Kotak Mahindra Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 147.56 (21-Apr-2025) ₹ 194.35 (21-Apr-2025) ₹ 10.2 (21-Apr-2025)
Fund Size 28063.01 17203.59 72610.08 7.2
Expense Ratio (%) 0.55 0.74 0.89 0.3
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 1% if redeemed less than 12 months Exit load of 1% if redeemed within 1 year. Nil
Returns
1Y Return (%) 13.56 11.78 12.09 N/A
3Y Return (%) 17.08 15.9 24.42 N/A
5Y Return (%) 26.33 24.08 34.35 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%
Coforge Ltd.
4.53%
Ipca Laboratories Ltd.
4.05%
Coromandel International Ltd.
3.38%
Max Financial Services Ltd.
2.97%
Bharat Forge Ltd.
2.87%
Power Finance Corporation Ltd.
2.79%
Supreme Industries Ltd.
2.49%
The Phoenix Mills Ltd.
2.49%
Page Industries Ltd.
2.36%
KPIT Technologies 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%
Max Healthcare Institute Ltd.
2.56%
BSE Ltd.
2.34%
Suzlon Energy Ltd.
2.11%
Persistent Systems Ltd.
1.85%
Coforge Ltd.
1.7%
PB Fintech Ltd.
1.65%
Dixon Technologies (India) Ltd.
1.59%
Lupin Ltd.
1.54%
The Federal Bank Ltd.
1.49%
Indus Towers Ltd.
1.39%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 01-Jan-2013 21-Mar-2025
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Vinit Sambre, Abhishek Ghosh Chirag Setalvad, Dhruv Muchhal Abhishek Bisen, Devender Singhal, Satish Dondapati
Custodian Name Deutsche Bank Citibank NA N/A Deutsche Bank
RTA Name KFin Tech Cams Cams Cams
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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.camsonline.com www.camsonline.com www.camsonline.com

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