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
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 5/5
SBI Nifty Midcap 150 Index Fund Direct Growth

SBI Mutual Fund

Equity Mid Cap
WhiteOak Capital Mid Cap Fund Direct Growth

WhiteOak Capital Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 120.17 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 17.24 (21-Apr-2025) ₹ 17.95 (21-Apr-2025)
Fund Size 28063.01 26028.34 725.36 2744.56
Expense Ratio (%) 0.55 0.63 0.46 0.69
Risk Very High Very High Very High Very High
Min Investment (₹) 100 500 5000 500
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 of 1%, if redeemed within 365 days. Exit load of 0.25%, if redeemed within 30 days Exit load of 1%, if redeemed within 1 month.
Returns
1Y Return (%) 13.56 15.32 9.65 15.31
3Y Return (%) 17.08 27.2 N/A N/A
5Y Return (%) 26.33 38.04 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%
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 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%
Muthoot Finance Ltd.
3.81%
Persistent Systems Ltd.
3.45%
The Indian Hotels Company Ltd.
3.39%
Max Financial Services Ltd.
3.35%
Max Healthcare Institute Ltd.
3.24%
The Federal Bank Ltd.
3.08%
Bharti Hexacom Ltd.
2.77%
PB Fintech Ltd.
2.31%
Coforge Ltd.
2.25%
Hitachi Energy India Ltd.
2.25%
About Fund
Fund Started Date 01-Jan-2013 24-Feb-2014 03-Oct-2022 07-Sep-2022
Fund Manager Shreyash Devalkar, Nitin Arora, Krishnaa Narayan Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Harsh Sethi Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak
Custodian Name Deutsche Bank Citibank NA SBI SG Global Securities Services Pvt.Ltd. Deutsche 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

You May Be Interested In