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NAV History Comparison

Sector Allocation Comparison

Metric
Axis Nifty Midcap 50 Index Fund Direct Growth

Axis Mutual Fund

Equity Mid Cap 3/5
DSP Midcap Direct Plan Growth

DSP Mutual Fund

Equity Mid Cap 1/5
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 ₹ 18.41 (21-Apr-2025) ₹ 147.56 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025) ₹ 119.32 (21-Apr-2025)
Fund Size 396.04 17203.59 11332.71 114.44
Expense Ratio (%) 0.26 0.74 0.9 2.16
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 100 500
Min SIP (₹) 100 100 100 500
Exit Load Exit load of 0.25% if redeemed within 7 days. Exit load of 1% if redeemed less than 12 months 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 (%) 11.73 11.78 15.39 1.2
3Y Return (%) 22.04 15.9 22.59 14.85
5Y Return (%) N/A 24.08 30.85 24.95
Top Holdings
Top 10 Holdings
Max Healthcare Institute Ltd.
4.99%
BSE Ltd.
4.55%
Persistent Systems Ltd.
3.59%
Coforge Ltd.
3.28%
PB Fintech Ltd.
3.22%
Dixon Technologies (India) Ltd.
3.11%
Lupin Ltd.
3.0%
The Federal Bank Ltd.
2.89%
Indus Towers Ltd.
2.7%
SRF Ltd.
2.61%
Coforge Ltd.
4.53%
Ipca Laboratories Ltd.
4.05%
Coromandel International Ltd.
3.38%
Max Financial Services Ltd.
2.97%
Bharat Forge Ltd.
2.87%
Power Finance Corporation Ltd.
2.79%
Supreme Industries Ltd.
2.49%
The Phoenix Mills Ltd.
2.49%
Page Industries Ltd.
2.36%
KPIT Technologies Ltd.
2.34%
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 28-Mar-2022 01-Jan-2013 02-Jan-2013 01-Jan-2013
Fund Manager Karthik Kumar Vinit Sambre, Abhishek Ghosh Bharath S., Ratish Varier Anuj Kapil, Hemanshu Srivastava
Custodian Name Deutsche Bank Citibank NA Standard Chartered Bank SBI SG Global Securities Services Pvt.Ltd.
RTA Name KFin Tech Cams KFin Tech KFin Tech
RTA Address Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 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 enq_h@camsonline.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.camsonline.com www.karvymfs.com www.karvymfs.com

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