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NAV History Comparison

Sector Allocation Comparison

Metric
DSP Midcap Direct Plan Growth

DSP Mutual Fund

Equity Mid Cap 1/5
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Edelweiss Mutual Fund

Equity Mid Cap
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
Fund Details
NAV ₹ 147.56 (21-Apr-2025) ₹ 16.96 (21-Apr-2025) ₹ 18.66 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 17203.59 802.48 1261.1 11332.71
Expense Ratio (%) 0.74 0.45 0.56 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 1000 100
Min SIP (₹) 100 100 100 100
Exit Load Exit load of 1% if redeemed less than 12 months Exit load of 0.50%, if redeemed within 30 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.
Returns
1Y Return (%) 11.78 6.71 12.17 15.39
3Y Return (%) 15.9 N/A N/A 22.59
5Y Return (%) 24.08 N/A N/A 30.85
Top Holdings
Top 10 Holdings
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%
BSE Ltd.
5.75%
The Indian Hotels Company Ltd.
5.18%
Max Healthcare Institute Ltd.
5.11%
Persistent Systems Ltd.
4.92%
Coforge Ltd.
4.88%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.31%
Dixon Technologies (India) Ltd.
4.17%
The Federal Bank Ltd.
3.59%
Fortis Healthcare Ltd.
3.46%
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%
About Fund
Fund Started Date 01-Jan-2013 30-Nov-2022 21-Nov-2022 02-Jan-2013
Fund Manager Vinit Sambre, Abhishek Ghosh Bhavesh Jain, Bharat Lahoti Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Bharath S., Ratish Varier
Custodian Name Citibank NA Standard Chartered Bank HDFC Bank Standard Chartered Bank
RTA Name Cams KFin Tech KFin Tech KFin Tech
RTA Address 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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email enq_h@camsonline.com mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.karvymfs.com www.karvymfs.com www.karvymfs.com

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