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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
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata 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) ₹ 16.93 (21-Apr-2025) ₹ 46.37 (21-Apr-2025)
Fund Size 28063.01 72610.08 752.7 1312.88
Expense Ratio (%) 0.55 0.89 0.4 0.62
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 1000
Min SIP (₹) 100 100 150 500
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 of 0.25%, if redeemed within 90 days Exit load of 1%, if redeemed within 15 days.
Returns
1Y Return (%) 13.56 12.09 5.93 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%
BSE Ltd.
5.76%
The Indian Hotels Company Ltd.
5.19%
Max Healthcare Institute Ltd.
5.11%
Persistent Systems Ltd.
4.93%
Coforge Ltd.
4.89%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.32%
Dixon Technologies (India) Ltd.
4.18%
The Federal Bank Ltd.
3.6%
Fortis Healthcare Ltd.
3.47%
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 20-Oct-2022 23-Mar-2020
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Chirag Setalvad, Dhruv Muchhal Kapil Menon, Rakesh Prajapati Pratik Dharmshi, Gaurav Chopra
Custodian Name Deutsche Bank N/A Standard Chartered 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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