Compare Mutual Funds

Back to Screener

Select Funds to Compare

Add or remove up to 5 mutual funds to compare their performance and metrics.

NAV History Comparison

Sector Allocation Comparison

Metric
Axis Midcap Direct Plan Growth

Axis Mutual Fund

Equity Mid Cap 2/5
Mirae Asset Midcap Fund Direct Growth

Mirae Asset Mutual Fund

Equity Mid Cap 2/5
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 3/5
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 34.96 (21-Apr-2025) ₹ 35.81 (21-Apr-2025) ₹ 16.93 (21-Apr-2025)
Fund Size 28063.01 14921.59 1986.88 752.7
Expense Ratio (%) 0.55 0.69 0.3 0.4
Risk Very High Moderately High Moderately High Very High
Min Investment (₹) 100 5000 500 5000
Min SIP (₹) 100 99 500 150
Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 years. Exit load of 1%, if redeemed within 15 days. Exit load of 0.25%, if redeemed within 90 days
Returns
1Y Return (%) 13.56 6.36 10.0 5.93
3Y Return (%) 17.08 16.87 20.68 N/A
5Y Return (%) 26.33 31.78 32.79 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%
The Federal Bank Ltd.
3.15%
Lupin Ltd.
3.02%
Mphasis Ltd.
2.66%
One97 Communications Ltd.
2.36%
Tata Communications Ltd.
2.32%
Axis Bank Ltd.
2.3%
Voltas Ltd.
2.26%
L&T Finance Ltd.
2.17%
HDFC Asset Management Company Ltd.
2.15%
FSN E-Commerce Ventures Ltd.
2.07%
Max Healthcare Institute Ltd.
2.58%
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 29-Jul-2019 06-Sep-2019 20-Oct-2022
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Ankit Jain Rakesh Shetty Kapil Menon, Rakesh Prajapati
Custodian Name Deutsche Bank Deutsche Bank Citibank NA Standard Chartered 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

You May Be Interested In