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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
Kotak Nifty Midcap 150 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
SBI Magnum Mid Cap Direct Plan Growth

SBI Mutual Fund

Equity Mid Cap 4/5
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 13.67 (21-Apr-2025) ₹ 10.2 (21-Apr-2025) ₹ 252.41 (21-Apr-2025)
Fund Size 28063.01 388.25 7.2 20890.26
Expense Ratio (%) 0.55 0.29 0.3 0.83
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 100 5000
Min SIP (₹) 100 100 100 500
Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. Nil Nil Exit load of 1% if redeemed within 1 year
Returns
1Y Return (%) 13.56 9.82 N/A 10.35
3Y Return (%) 17.08 N/A N/A 17.97
5Y Return (%) 26.33 N/A N/A 33.42
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%
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%
Bajaj Finance Ltd.
3.43%
Torrent Power Ltd.
3.35%
Shree Cement Ltd.
3.29%
Sundaram Finance Ltd.
3.26%
Crisil Ltd.
3.2%
Max Healthcare Institute Ltd.
2.89%
Mahindra & Mahindra Financial Services Ltd.
2.71%
K.P.R. Mill Ltd.
2.6%
Schaeffler India Ltd.
2.59%
The Federal Bank Ltd.
2.49%
About Fund
Fund Started Date 01-Jan-2013 04-Aug-2022 21-Mar-2025 01-Jan-2013
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Anil Ghelani, Diipesh Shah Abhishek Bisen, Devender Singhal, Satish Dondapati Bhavin Vithlani, Pradeep Kesavan
Custodian Name Deutsche Bank Citibank NA Deutsche Bank SBI SG Global Securities Services Pvt.Ltd.
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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