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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
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Taurus Mid Cap Fund Direct Growth

Taurus Mutual Fund

Equity Mid Cap 1/5
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 189.55 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025) ₹ 119.32 (21-Apr-2025)
Fund Size 28063.01 5779.32 11332.71 114.44
Expense Ratio (%) 0.55 0.65 0.9 2.16
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 100 500
Min SIP (₹) 100 500 100 500
Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. Exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 13.56 22.49 15.39 1.2
3Y Return (%) 17.08 23.94 22.59 14.85
5Y Return (%) 26.33 32.4 30.85 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%
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%
Sundaram Liquid Direct-Growth
4.01%
Cummins India Ltd.
3.42%
The Federal Bank Ltd.
3.27%
Coromandel International Ltd.
3.06%
Kalyan Jewellers India Ltd.
2.48%
Lupin Ltd.
2.42%
Fortis Healthcare Ltd.
2.39%
Persistent Systems Ltd.
2.36%
Mahindra & Mahindra Financial Services Ltd.
2.15%
Marico Ltd.
2.07%
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 02-Jan-2013 01-Jan-2013
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Aditya Khemani, Amit Ganatra Bharath S., Ratish Varier Anuj Kapil, Hemanshu Srivastava
Custodian Name Deutsche Bank Deutsche Bank Standard Chartered Bank SBI SG Global Securities Services Pvt.Ltd.
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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