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NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
JM Midcap Fund Direct Growth

JM Financial Mutual Fund

Equity Mid Cap
SBI Nifty Midcap 150 Index Fund Direct Growth

SBI Mutual Fund

Equity Mid Cap
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 18.66 (21-Apr-2025) ₹ 17.24 (21-Apr-2025) ₹ 16.93 (21-Apr-2025)
Fund Size 28063.01 1261.1 725.36 752.7
Expense Ratio (%) 0.55 0.56 0.46 0.4
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 5000 5000
Min SIP (₹) 100 100 500 150
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 180 days. Exit load of 0.25%, if redeemed within 30 days Exit load of 0.25%, if redeemed within 90 days
Returns
1Y Return (%) 13.56 12.17 9.65 5.93
3Y Return (%) 17.08 N/A N/A N/A
5Y Return (%) 26.33 N/A N/A N/A
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%
Bharat Heavy Electricals Ltd.
4.46%
The Federal Bank Ltd.
4.01%
Indian Bank
3.8%
Godfrey Phillips India Ltd.
3.67%
Jubilant FoodWorks Ltd.
3.62%
Mphasis Ltd.
3.13%
Voltas Ltd.
2.98%
Aurobindo Pharma Ltd.
2.85%
SBI Cards And Payment Services Ltd.
2.83%
Apollo Hospitals Enterprise Ltd.
2.81%
Max Healthcare Institute Ltd.
2.59%
BSE Ltd.
2.36%
Suzlon Energy Ltd.
2.13%
Persistent Systems Ltd.
1.86%
Coforge Ltd.
1.71%
PB Fintech Ltd.
1.67%
Dixon Technologies (India) Ltd.
1.61%
Lupin Ltd.
1.55%
The Federal Bank Ltd.
1.5%
Indus Towers Ltd.
1.4%
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%
About Fund
Fund Started Date 01-Jan-2013 21-Nov-2022 03-Oct-2022 20-Oct-2022
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Harsh Sethi Kapil Menon, Rakesh Prajapati
Custodian Name Deutsche Bank HDFC Bank SBI SG Global Securities Services Pvt.Ltd. Standard Chartered Bank
RTA Name KFin Tech KFin Tech Cams 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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.karvymfs.com www.camsonline.com www.camsonline.com

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