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NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
HDFC Mid Cap Opportunities Fund Direct Growth

HDFC Mutual Fund

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

Helios Mutual Fund

Equity Mid Cap
Taurus Mid Cap Fund Direct Growth

Taurus Mutual Fund

Equity Mid Cap 1/5
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 194.35 (21-Apr-2025) ₹ 10.76 (21-Apr-2025) ₹ 119.32 (21-Apr-2025)
Fund Size 28063.01 72610.08 57.09 114.44
Expense Ratio (%) 0.55 0.89 0.92 2.16
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 500
Min SIP (₹) 100 100 1000 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 1 year. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months. Exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 13.56 12.09 N/A 1.2
3Y Return (%) 17.08 24.42 N/A 14.85
5Y Return (%) 26.33 34.35 N/A 24.95
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%
Max Financial Services Ltd.
4.04%
The Indian Hotels Company Ltd.
3.69%
The Federal Bank Ltd.
3.39%
Coforge Ltd.
3.36%
Ipca Laboratories Ltd.
3.27%
Balkrishna Industries Ltd.
3.22%
Hindustan Petroleum Corporation Ltd.
2.76%
Indian Bank
2.75%
Persistent Systems Ltd.
2.73%
Apollo Tyres Ltd.
2.46%
Hitachi Energy India Ltd.
3.85%
Fortis Healthcare Ltd.
2.52%
Bharti Hexacom Ltd.
2.47%
Glaxosmithkline Pharmaceuticals Ltd.
2.47%
Apollo Hospitals Enterprise Ltd.
2.46%
Muthoot Finance Ltd.
2.44%
Patanjali Foods Ltd.
2.43%
Vishal Mega Mart Ltd.
2.42%
Max Financial Services Ltd.
2.42%
Aditya Birla Capital Ltd.
2.42%
Bank of India
4.69%
Aurobindo Pharma Ltd.
4.15%
Coforge Ltd.
3.82%
Voltas Ltd.
3.76%
AU Small Finance Bank Ltd.
3.65%
Dalmia Bharat Ltd.
3.47%
Container Corporation Of India Ltd.
3.44%
Aditya Birla Capital Ltd.
3.38%
Hindustan Petroleum Corporation Ltd.
3.24%
The Federal Bank Ltd.
3.08%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 13-Mar-2025 01-Jan-2013
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Chirag Setalvad, Dhruv Muchhal Alok Bahl, Pratik Singh Anuj Kapil, Hemanshu Srivastava
Custodian Name Deutsche Bank N/A SBI SG Global Securities Services Pvt.Ltd. SBI SG Global Securities Services Pvt.Ltd.
RTA Name KFin Tech Cams Cams KFin Tech
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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.camsonline.com www.camsonline.com www.karvymfs.com

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