Compare Mutual Funds

Back to Screener

Select Funds to Compare

Add or remove up to 5 mutual funds to compare their performance and metrics.

NAV History Comparison

Sector Allocation Comparison

Metric
Edelweiss Business Cycle Fund Direct Growth

Edelweiss Mutual Fund

Equity Thematic
Kotak Consumption Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Thematic
Samco Active Momentum Fund Direct Growth

Samco Mutual Fund

Equity Thematic
SBI Innovative Opportunities Fund Direct Growth

SBI Mutual Fund

Equity Thematic
Fund Details
NAV ₹ 8.47 (21-Apr-2025) ₹ 13.03 (21-Apr-2025) ₹ 14.4 (21-Apr-2025) ₹ 8.84 (21-Apr-2025)
Fund Size 1695.21 1171.54 886.8 6951.4
Expense Ratio (%) 0.4 0.55 0.87 0.62
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 5000
Min SIP (₹) 100 100 500 500
Exit Load Exit load of 1%, if redeemed within 90 days. 0.5% for redemption within 90 Days Exit load of 1%, if redeemed within 365 days. Exit load of 1%, if redeemed within 1 year.
Returns
1Y Return (%) N/A 18.8 12.25 N/A
3Y Return (%) N/A N/A N/A N/A
5Y Return (%) N/A N/A N/A N/A
Top Holdings
Top 10 Holdings
Divi's Laboratories Ltd.
4.25%
Muthoot Finance Ltd.
4.23%
Persistent Systems Ltd.
3.78%
Bajaj Finance Ltd.
3.54%
Coromandel International Ltd.
3.47%
Fortis Healthcare Ltd.
3.39%
BSE Ltd.
3.18%
Samvardhana Motherson International Ltd.
3.15%
Marico Ltd.
3.1%
HDFC Bank Ltd.
2.63%
Bharti Airtel Ltd.
10.02%
ITC Ltd.
8.61%
Maruti Suzuki India Ltd.
8.15%
Hindustan Unilever Ltd.
6.56%
Eternal Ltd.
4.79%
Hero Motocorp Ltd.
4.56%
Radico Khaitan Ltd.
4.46%
Pokarna Ltd.
3.56%
Dabur India Ltd.
3.24%
Mahindra & Mahindra Ltd.
3.09%
Wockhardt Ltd.
7.64%
One97 Communications Ltd.
7.51%
Dixon Technologies (India) Ltd.
5.46%
Religare Enterprises Ltd.
4.77%
Swan Energy Ltd.
3.93%
UPL Ltd.
3.88%
SBI Cards And Payment Services Ltd.
3.7%
HDFC Bank Ltd.
3.59%
Vedanta Ltd.
3.42%
Interglobe Aviation Ltd.
3.36%
PB Fintech Ltd.
5.86%
None
5.45%
TBO Tek Ltd.
5.3%
Route Mobile Ltd.
4.51%
Happiest Minds Technologies Ltd.
4.05%
Firstsource Solutions Ltd.
3.94%
Info Edge (India) Ltd.
3.83%
Abbott India Ltd.
3.8%
Lupin Ltd.
3.68%
Eternal Ltd.
3.46%
About Fund
Fund Started Date 29-Jul-2024 16-Nov-2023 05-Jul-2023 20-Aug-2024
Fund Manager Bhavesh Jain, Bharat Lahoti, Amit Vora Abhishek Bisen, Devender Singhal Nirali Bhansali, Dhawal Ghanshyam Dhanani, Umeshkumar Mehta Pradeep Kesavan, Prasad Padala
Custodian Name Standard Chartered Bank Deutsche Bank Deutsche Bank SBI SG Global Securities Services Pvt.Ltd.
RTA Name KFin Tech Cams KFin Tech Cams
RTA Address Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 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,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.camsonline.com www.karvymfs.com www.camsonline.com