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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
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 3/5
WhiteOak Capital Mid Cap Fund Direct Growth

WhiteOak Capital Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 13.67 (21-Apr-2025) ₹ 35.81 (21-Apr-2025) ₹ 17.95 (21-Apr-2025)
Fund Size 28063.01 388.25 1986.88 2744.56
Expense Ratio (%) 0.55 0.29 0.3 0.69
Risk Very High Very High Moderately High Very High
Min Investment (₹) 100 100 500 500
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 of 1%, if redeemed within 15 days. Exit load of 1%, if redeemed within 1 month.
Returns
1Y Return (%) 13.56 9.82 10.0 15.31
3Y Return (%) 17.08 N/A 20.68 N/A
5Y Return (%) 26.33 N/A 32.79 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%
Max Healthcare Institute Ltd.
2.58%
BSE Ltd.
2.36%
Suzlon Energy Ltd.
2.13%
Persistent Systems Ltd.
1.86%
Coforge Ltd.
1.71%
PB Fintech Ltd.
1.67%
Dixon Technologies (India) Ltd.
1.61%
Lupin Ltd.
1.55%
The Federal Bank Ltd.
1.5%
Indus Towers Ltd.
1.4%
Muthoot Finance Ltd.
3.81%
Persistent Systems Ltd.
3.45%
The Indian Hotels Company Ltd.
3.39%
Max Financial Services Ltd.
3.35%
Max Healthcare Institute Ltd.
3.24%
The Federal Bank Ltd.
3.08%
Bharti Hexacom Ltd.
2.77%
PB Fintech Ltd.
2.31%
Coforge Ltd.
2.25%
Hitachi Energy India Ltd.
2.25%
About Fund
Fund Started Date 01-Jan-2013 04-Aug-2022 06-Sep-2019 07-Sep-2022
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Anil Ghelani, Diipesh Shah Rakesh Shetty Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak
Custodian Name Deutsche Bank Citibank NA Citibank NA 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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