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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
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

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

Nippon India Mutual Fund

Equity Mid Cap 3/5
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 18.41 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 22.9 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 396.04 26028.34 1544.54 11332.71
Expense Ratio (%) 0.26 0.63 0.3 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 100 500 100 100
Min SIP (₹) 100 500 100 100
Exit Load Exit load of 0.25% if redeemed within 7 days. Exit load of 1%, if redeemed within 365 days. Nil For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 11.73 15.32 9.71 15.39
3Y Return (%) 22.04 27.2 20.44 22.59
5Y Return (%) N/A 38.04 N/A 30.85
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.
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%
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%
About Fund
Fund Started Date 28-Mar-2022 24-Feb-2014 19-Feb-2021 02-Jan-2013
Fund Manager Karthik Kumar Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Himanshu Mange Bharath S., Ratish Varier
Custodian Name Deutsche Bank Citibank NA Deutsche Bank Standard Chartered Bank
RTA Name KFin Tech KFin Tech KFin Tech KFin Tech
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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.karvymfs.com www.karvymfs.com www.karvymfs.com

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