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NAV History Comparison

Sector Allocation Comparison

Metric
Edelweiss Mid Cap Direct Plan Growth

Edelweiss Mutual Fund

Equity Mid Cap 4/5
HDFC Mid Cap Opportunities Fund Direct Growth

HDFC Mutual Fund

Equity Mid Cap 5/5
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 ₹ 107.72 (21-Apr-2025) ₹ 194.35 (21-Apr-2025) ₹ 18.66 (21-Apr-2025) ₹ 35.81 (21-Apr-2025)
Fund Size 8633.85 72610.08 1261.1 1986.88
Expense Ratio (%) 0.39 0.89 0.56 0.3
Risk Very High Very High Very High Moderately High
Min Investment (₹) 100 100 1000 500
Min SIP (₹) 100 100 100 500
Exit Load Exit load of 1%, if redeemed within 90 days. Exit load of 1% if redeemed within 1 year. Exit load of 1% if redeemed within 180 days. Exit load of 1%, if redeemed within 15 days.
Returns
1Y Return (%) 19.47 12.09 12.17 10.0
3Y Return (%) 24.11 24.42 N/A 20.68
5Y Return (%) 35.75 34.35 N/A 32.79
Top Holdings
Top 10 Holdings
The Indian Hotels Company Ltd.
3.68%
Max Healthcare Institute Ltd.
3.4%
Persistent Systems Ltd.
3.19%
Dixon Technologies (India) Ltd.
3.01%
Marico Ltd.
2.99%
Coforge Ltd.
2.69%
Solar Industries India Ltd.
2.52%
Edelweiss Liquid Super Institutional Direct-Growth
2.51%
PB Fintech Ltd.
2.4%
CG Power and Industrial Solutions Ltd.
2.34%
Max Financial Services Ltd.
4.04%
The Indian Hotels Company Ltd.
3.69%
The Federal Bank Ltd.
3.39%
Coforge Ltd.
3.36%
Ipca Laboratories Ltd.
3.27%
Balkrishna Industries Ltd.
3.22%
Hindustan Petroleum Corporation Ltd.
2.76%
Indian Bank
2.75%
Persistent Systems Ltd.
2.73%
Apollo Tyres Ltd.
2.46%
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 01-Jan-2013 01-Jan-2013 21-Nov-2022 06-Sep-2019
Fund Manager Dhruv Bhatia, Trideep Bhattacharya, Raj Koradia Chirag Setalvad, Dhruv Muchhal Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Rakesh Shetty
Custodian Name Standard Chartered Bank N/A HDFC Bank Citibank NA
RTA Name KFin Tech Cams KFin Tech KFin Tech
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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.camsonline.com www.karvymfs.com www.karvymfs.com

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