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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 Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Edelweiss Mutual Fund

Equity Mid Cap
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 5/5
Quant Mid Cap Fund Direct Growth

Quant Mutual Fund

Equity Mid Cap 4/5
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 16.96 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 236.18 (21-Apr-2025)
Fund Size 28063.01 802.48 26028.34 8355.95
Expense Ratio (%) 0.55 0.45 0.63 0.63
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 500 5000
Min SIP (₹) 100 100 500 1000
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 0.50%, if redeemed within 30 days. Exit load of 1%, if redeemed within 365 days. Exit load of 0.50% if redeemed within 3 months.
Returns
1Y Return (%) 13.56 6.71 15.32 -1.85
3Y Return (%) 17.08 N/A 27.2 19.57
5Y Return (%) 26.33 N/A 38.04 36.42
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%
BSE Ltd.
5.75%
The Indian Hotels Company Ltd.
5.18%
Max Healthcare Institute Ltd.
5.11%
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%
Coforge Ltd.
10.13%
Persistent Systems Ltd.
9.53%
Kalyan Jewellers India Ltd.
7.18%
Polycab India Ltd.
4.4%
Trent Ltd.
4.37%
Max Healthcare Institute Ltd.
4.2%
One97 Communications Ltd.
3.73%
Dixon Technologies (India) Ltd.
3.72%
Bharti Hexacom Ltd.
3.66%
Kei Industries Ltd.
2.78%
Reliance Industries Ltd.
9.95%
Aurobindo Pharma Ltd.
8.29%
IRB Infrastructure Developers Ltd.
6.91%
Container Corporation Of India Ltd.
6.77%
Marico Ltd.
6.24%
Tata Communications Ltd.
5.74%
Lloyds Metals & Energy Ltd.
5.66%
ITC Ltd.
4.8%
Linde India Ltd.
3.59%
Bharat Forge Ltd.
3.34%
About Fund
Fund Started Date 01-Jan-2013 30-Nov-2022 24-Feb-2014 07-Jan-2013
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Bhavesh Jain, Bharat Lahoti Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Sameer Kate, Yug Tibrewal
Custodian Name Deutsche Bank Standard Chartered Bank Citibank NA HDFC Bank
RTA Name KFin Tech KFin Tech KFin Tech 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, 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,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.karvymfs.com www.karvymfs.com www.karvymfs.com

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