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NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
Edelweiss Mid Cap Direct Plan Growth

Edelweiss Mutual Fund

Equity Mid Cap 4/5
Mahindra Manulife Mid Cap Fund Direct Growth

Mahindra Mutual Fund

Equity Mid Cap 4/5
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 107.72 (21-Apr-2025) ₹ 34.89 (21-Apr-2025) ₹ 35.81 (21-Apr-2025)
Fund Size 28063.01 8633.85 3397.92 1986.88
Expense Ratio (%) 0.55 0.39 0.47 0.3
Risk Very High Very High Very High Moderately High
Min Investment (₹) 100 100 1000 500
Min SIP (₹) 100 100 500 500
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 1%, if redeemed within 90 days. Exit load of 1% if redeemed within 3 months. Exit load of 1%, if redeemed within 15 days.
Returns
1Y Return (%) 13.56 19.47 11.13 10.0
3Y Return (%) 17.08 24.11 22.47 20.68
5Y Return (%) 26.33 35.75 32.77 32.79
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%
The Indian Hotels Company Ltd.
3.68%
Max Healthcare Institute Ltd.
3.4%
Persistent Systems Ltd.
3.19%
Dixon Technologies (India) Ltd.
3.01%
Marico Ltd.
2.99%
Coforge Ltd.
2.69%
Solar Industries India Ltd.
2.52%
Edelweiss Liquid Super Institutional Direct-Growth
2.51%
PB Fintech Ltd.
2.4%
CG Power and Industrial Solutions Ltd.
2.34%
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%
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%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 30-Jan-2018 06-Sep-2019
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Dhruv Bhatia, Trideep Bhattacharya, Raj Koradia Krishna Sanghavi, Manish Lodha, Kirti Dalvi Rakesh Shetty
Custodian Name Deutsche Bank Standard Chartered Bank Deutsche Bank Citibank NA
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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