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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 Nifty Midcap 150 Quality 50 Index Fund Direct Growth

DSP Mutual Fund

Equity Mid Cap
Invesco India Mid Cap Fund Direct Growth

Invesco Mutual Fund

Equity Mid Cap 4/5
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 13.67 (21-Apr-2025) ₹ 189.55 (21-Apr-2025) ₹ 8.69 (21-Apr-2025)
Fund Size 28063.01 388.25 5779.32 95.85
Expense Ratio (%) 0.55 0.29 0.65 0.28
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 1000 100
Min SIP (₹) 100 100 500 100
Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. Nil Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. Nil
Returns
1Y Return (%) 13.56 9.82 22.49 N/A
3Y Return (%) 17.08 N/A 23.94 N/A
5Y Return (%) 26.33 N/A 32.4 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%
Colgate-Palmolive (India) Ltd.
4.87%
Procter & Gamble Hygiene and Health Care Ltd.
3.58%
Marico Ltd.
3.44%
HDFC Asset Management Company Ltd.
3.27%
Persistent Systems Ltd.
3.22%
Coforge Ltd.
3.0%
Page Industries Ltd.
2.93%
Cummins India Ltd.
2.88%
Solar Industries India Ltd.
2.75%
Dixon Technologies (India) Ltd.
2.6%
BSE Ltd.
4.8%
L&T Finance Ltd.
4.47%
Max Healthcare Institute Ltd.
4.26%
The Federal Bank Ltd.
4.17%
Trent Ltd.
3.88%
JK Cement Ltd.
3.68%
Dixon Technologies (India) Ltd.
3.54%
Prestige Estates Projects Ltd.
3.4%
Max Financial Services Ltd.
3.34%
Coforge Ltd.
3.3%
BSE Ltd.
5.75%
The Indian Hotels Company Ltd.
5.18%
Max Healthcare Institute Ltd.
5.1%
Persistent Systems Ltd.
4.92%
Coforge Ltd.
4.88%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.31%
Dixon Technologies (India) Ltd.
4.17%
The Federal Bank Ltd.
3.59%
Fortis Healthcare Ltd.
3.46%
About Fund
Fund Started Date 01-Jan-2013 04-Aug-2022 01-Jan-2013 08-Oct-2024
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Anil Ghelani, Diipesh Shah Aditya Khemani, Amit Ganatra Abhishek Bisen, Devender Singhal, Satish Dondapati
Custodian Name Deutsche Bank Citibank NA Deutsche Bank Deutsche Bank
RTA Name KFin Tech Cams KFin Tech 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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.camsonline.com www.karvymfs.com www.camsonline.com

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