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NAV History Comparison

Sector Allocation Comparison

Metric
DSP Midcap Direct Plan Growth

DSP Mutual Fund

Equity Mid Cap 1/5
ITI Mid Cap Fund Direct Growth

ITI Mutual Fund

Equity Mid Cap 4/5
JM Midcap Fund Direct Growth

JM Financial Mutual Fund

Equity Mid Cap
UTI Nifty Midcap 150 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 147.56 (21-Apr-2025) ₹ 21.43 (21-Apr-2025) ₹ 18.66 (21-Apr-2025) ₹ 9.51 (21-Apr-2025)
Fund Size 17203.59 1091.64 1261.1 45.6
Expense Ratio (%) 0.74 0.28 0.56 0.44
Risk Very High Very High Very High Very High
Min Investment (₹) 100 5000 1000 1000
Min SIP (₹) 100 500 100 500
Exit Load Exit load of 1% if redeemed less than 12 months Exit load of 1% if redeemed within 12 months. Exit load of 1% if redeemed within 180 days. Nil
Returns
1Y Return (%) 11.78 9.32 12.17 N/A
3Y Return (%) 15.9 24.27 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%
Solar Industries India Ltd.
2.58%
Indian Bank
2.23%
Max Healthcare Institute Ltd.
2.07%
SRF Ltd.
2.0%
Lupin Ltd.
1.98%
Persistent Systems Ltd.
1.97%
Suzlon Energy Ltd.
1.9%
PB Fintech Ltd.
1.86%
The Federal Bank Ltd.
1.81%
Fortis Healthcare Ltd.
1.78%
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%
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%
About Fund
Fund Started Date 01-Jan-2013 05-Mar-2021 21-Nov-2022 28-Nov-2024
Fund Manager Vinit Sambre, Abhishek Ghosh Dhimant Shah, Rohan Korde, Rajesh Bhatia Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Sharwan Kumar Goyal, Ayush Jain
Custodian Name Citibank NA Deutsche Bank HDFC Bank N/A
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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