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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
JM Midcap Fund Direct Growth

JM Financial Mutual Fund

Equity Mid Cap
Sundaram Mid Cap Fund Direct Growth

Sundaram 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 ₹ 18.41 (21-Apr-2025) ₹ 18.66 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025) ₹ 16.93 (21-Apr-2025)
Fund Size 396.04 1261.1 11332.71 752.7
Expense Ratio (%) 0.26 0.56 0.9 0.4
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 100 5000
Min SIP (₹) 100 100 100 150
Exit Load Exit load of 0.25% if redeemed within 7 days. Exit load of 1% if redeemed within 180 days. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. Exit load of 0.25%, if redeemed within 90 days
Returns
1Y Return (%) 11.73 12.17 15.39 5.93
3Y Return (%) 22.04 N/A 22.59 N/A
5Y Return (%) N/A N/A 30.85 N/A
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%
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%
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%
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 28-Mar-2022 21-Nov-2022 02-Jan-2013 20-Oct-2022
Fund Manager Karthik Kumar Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Bharath S., Ratish Varier Kapil Menon, Rakesh Prajapati
Custodian Name Deutsche Bank HDFC Bank Standard Chartered Bank 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

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