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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
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
SBI Nifty Midcap 150 Index Fund Direct Growth

SBI Mutual Fund

Equity Mid Cap
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 107.72 (21-Apr-2025) ₹ 8.69 (21-Apr-2025) ₹ 17.24 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 8633.85 95.85 725.36 11332.71
Expense Ratio (%) 0.39 0.28 0.46 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 100
Min SIP (₹) 100 100 500 100
Exit Load Exit load of 1%, if redeemed within 90 days. Nil Exit load of 0.25%, if redeemed within 30 days For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 19.47 N/A 9.65 15.39
3Y Return (%) 24.11 N/A N/A 22.59
5Y Return (%) 35.75 N/A N/A 30.85
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%
BSE Ltd.
5.75%
The Indian Hotels Company Ltd.
5.18%
Max Healthcare Institute Ltd.
5.1%
Persistent Systems Ltd.
4.92%
Coforge Ltd.
4.88%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.31%
Dixon Technologies (India) Ltd.
4.17%
The Federal Bank Ltd.
3.59%
Fortis Healthcare Ltd.
3.46%
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%
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 01-Jan-2013 08-Oct-2024 03-Oct-2022 02-Jan-2013
Fund Manager Dhruv Bhatia, Trideep Bhattacharya, Raj Koradia Abhishek Bisen, Devender Singhal, Satish Dondapati Harsh Sethi Bharath S., Ratish Varier
Custodian Name Standard Chartered Bank Deutsche Bank SBI SG Global Securities Services Pvt.Ltd. Standard Chartered Bank
RTA Name KFin Tech Cams Cams 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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.camsonline.com www.camsonline.com www.karvymfs.com

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