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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
Kotak Nifty Midcap 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Union Midcap Fund Direct Growth

Union Mutual Fund

Equity Mid Cap 2/5
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 194.35 (21-Apr-2025) ₹ 9.33 (21-Apr-2025) ₹ 46.37 (21-Apr-2025)
Fund Size 28063.01 72610.08 48.74 1312.88
Expense Ratio (%) 0.55 0.89 0.27 0.62
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 100 1000
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. Exit load of 1% if redeemed within 1 year. Nil Exit load of 1%, if redeemed within 15 days.
Returns
1Y Return (%) 13.56 12.09 N/A 11.29
3Y Return (%) 17.08 24.42 N/A 18.17
5Y Return (%) 26.33 34.35 N/A 32.61
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%
Max Healthcare Institute Ltd.
4.98%
BSE Ltd.
4.54%
Persistent Systems Ltd.
3.58%
Coforge Ltd.
3.3%
PB Fintech Ltd.
3.21%
Dixon Technologies (India) Ltd.
3.1%
Lupin Ltd.
2.99%
The Federal Bank Ltd.
2.88%
Indus Towers Ltd.
2.7%
SRF Ltd.
2.6%
The Federal Bank Ltd.
3.94%
Voltas Ltd.
2.72%
Max Financial Services Ltd.
2.55%
Mphasis Ltd.
2.52%
Coromandel International Ltd.
2.45%
The Indian Hotels Company Ltd.
2.35%
Coforge Ltd.
2.34%
Dixon Technologies (India) Ltd.
2.23%
Fortis Healthcare Ltd.
2.1%
Bharti Hexacom Ltd.
2.09%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 16-Aug-2024 23-Mar-2020
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Chirag Setalvad, Dhruv Muchhal Abhishek Bisen, Devender Singhal, Satish Dondapati Pratik Dharmshi, Gaurav Chopra
Custodian Name Deutsche Bank N/A 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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