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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
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata Mutual Fund

Equity Mid Cap
WhiteOak Capital Mid Cap Fund Direct Growth

WhiteOak Capital Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 147.56 (21-Apr-2025) ₹ 16.96 (21-Apr-2025) ₹ 16.93 (21-Apr-2025) ₹ 17.95 (21-Apr-2025)
Fund Size 17203.59 802.48 752.7 2744.56
Expense Ratio (%) 0.74 0.45 0.4 0.69
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 500
Min SIP (₹) 100 100 150 100
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 0.25%, if redeemed within 90 days Exit load of 1%, if redeemed within 1 month.
Returns
1Y Return (%) 11.78 6.71 5.93 15.31
3Y Return (%) 15.9 N/A N/A N/A
5Y Return (%) 24.08 N/A N/A N/A
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%
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%
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 30-Nov-2022 20-Oct-2022 07-Sep-2022
Fund Manager Vinit Sambre, Abhishek Ghosh Bhavesh Jain, Bharat Lahoti Kapil Menon, Rakesh Prajapati Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak
Custodian Name Citibank NA Standard Chartered Bank Standard Chartered Bank Deutsche Bank
RTA Name Cams KFin Tech Cams Cams
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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email enq_h@camsonline.com mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.camsonline.com www.karvymfs.com www.camsonline.com www.camsonline.com

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