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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
HSBC Midcap Fund Direct Growth

HSBC Mutual Fund

Equity Mid Cap 3/5
JM Midcap Fund Direct Growth

JM Financial Mutual Fund

Equity Mid Cap
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 13.67 (21-Apr-2025) ₹ 392.45 (21-Apr-2025) ₹ 18.66 (21-Apr-2025) ₹ 35.81 (21-Apr-2025)
Fund Size 388.25 10361.74 1261.1 1986.88
Expense Ratio (%) 0.29 0.7 0.56 0.3
Risk Very High Very High Very High Moderately High
Min Investment (₹) 100 5000 1000 500
Min SIP (₹) 100 500 100 500
Exit Load Nil Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. Exit load of 1% if redeemed within 180 days. Exit load of 1%, if redeemed within 15 days.
Returns
1Y Return (%) 9.82 9.48 12.17 10.0
3Y Return (%) N/A 20.67 N/A 20.68
5Y Return (%) N/A 28.26 N/A 32.79
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.
4.61%
Persistent Systems Ltd.
4.4%
BSE Ltd.
4.23%
Dixon Technologies (India) Ltd.
3.88%
The Indian Hotels Company Ltd.
3.63%
Trent Ltd.
3.5%
The Federal Bank Ltd.
3.5%
Coforge Ltd.
3.44%
Lupin Ltd.
3.44%
Eternal Ltd.
3.43%
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.
2.58%
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 04-Aug-2022 01-Jan-2013 21-Nov-2022 06-Sep-2019
Fund Manager Anil Ghelani, Diipesh Shah Venugopal Manghat, Cheenu Gupta, Sonal Gupta Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Rakesh Shetty
Custodian Name Citibank NA Citibank NA HDFC Bank Citibank NA
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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