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NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
Invesco India Mid Cap Fund Direct Growth

Invesco Mutual Fund

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

Motilal Oswal Mutual Fund

Equity Mid Cap 5/5
Tata Midcap Growth Direct Plan Growth

Tata Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 189.55 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 450.95 (21-Apr-2025)
Fund Size 28063.01 5779.32 26028.34 4333.24
Expense Ratio (%) 0.55 0.65 0.63 0.68
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 500 5000
Min SIP (₹) 100 500 500 100
Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. Exit load of 1%, if redeemed within 365 days. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 13.56 22.49 15.32 7.33
3Y Return (%) 17.08 23.94 27.2 19.29
5Y Return (%) 26.33 32.4 38.04 29.92
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.
4.8%
L&T Finance Ltd.
4.47%
Max Healthcare Institute Ltd.
4.26%
The Federal Bank Ltd.
4.17%
Trent Ltd.
3.88%
JK Cement Ltd.
3.68%
Dixon Technologies (India) Ltd.
3.54%
Prestige Estates Projects Ltd.
3.4%
Max Financial Services Ltd.
3.34%
Coforge Ltd.
3.3%
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%
Max Financial Services Ltd.
3.44%
Alkem Laboratories Ltd.
3.04%
Lupin Ltd.
2.81%
Jubilant FoodWorks Ltd.
2.76%
Aurobindo Pharma Ltd.
2.68%
Cummins India Ltd.
2.6%
ICICI Lombard General Insurance Company Ltd.
2.48%
Muthoot Finance Ltd.
2.31%
Indraprastha Gas Ltd.
2.11%
AU Small Finance Bank Ltd.
2.1%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 24-Feb-2014 01-Jan-2013
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Aditya Khemani, Amit Ganatra Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Satish Chandra Mishra
Custodian Name Deutsche Bank Deutsche Bank Citibank NA Deutsche Bank
RTA Name KFin Tech KFin Tech KFin Tech Cams
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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.karvymfs.com www.karvymfs.com www.camsonline.com