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NAV History Comparison

Sector Allocation Comparison

Metric
DSP Nifty Midcap 150 Quality 50 Index Fund Direct Growth

DSP Mutual Fund

Equity Mid Cap
HDFC NIFTY Midcap 150 Index Fund Direct Growth

HDFC Mutual Fund

Equity Mid Cap
PGIM India Midcap Opportunities Fund Direct Growth

PGIM 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 ₹ 13.67 (21-Apr-2025) ₹ 16.91 (21-Apr-2025) ₹ 69.5 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 388.25 291.2 10302.07 11332.71
Expense Ratio (%) 0.29 0.3 0.47 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 100
Min SIP (₹) 100 100 1000 100
Exit Load Nil Nil Exit load of 0.5%, if redeemed within 90 days. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 9.82 9.62 12.06 15.39
3Y Return (%) N/A N/A 14.13 22.59
5Y Return (%) N/A N/A 32.76 30.85
Top Holdings
Top 10 Holdings
Colgate-Palmolive (India) Ltd.
4.87%
Procter & Gamble Hygiene and Health Care Ltd.
3.58%
Marico Ltd.
3.44%
HDFC Asset Management Company Ltd.
3.27%
Persistent Systems Ltd.
3.22%
Coforge Ltd.
3.0%
Page Industries Ltd.
2.93%
Cummins India Ltd.
2.88%
Solar Industries India Ltd.
2.75%
Dixon Technologies (India) Ltd.
2.6%
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%
Max Healthcare Institute Ltd.
3.75%
Solar Industries India Ltd.
3.37%
Dixon Technologies (India) Ltd.
2.96%
Persistent Systems Ltd.
2.78%
JK Cement Ltd.
2.62%
The Indian Hotels Company Ltd.
2.26%
Abbott India Ltd.
2.22%
Mankind Pharma Ltd.
2.17%
Max Financial Services Ltd.
2.14%
Varun Beverages Ltd.
2.13%
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 04-Aug-2022 21-Apr-2023 02-Dec-2013 02-Jan-2013
Fund Manager Anil Ghelani, Diipesh Shah Nandita Menezes Puneet Pal, Vinay Paharia, Vivek Sharma, Utsav Mehta Bharath S., Ratish Varier
Custodian Name Citibank NA N/A Standard Chartered Bank Standard Chartered Bank
RTA Name Cams Cams KFin Tech KFin Tech
RTA Address 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 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,
RTA Email enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.camsonline.com www.karvymfs.com www.karvymfs.com

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