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NAV History Comparison

Sector Allocation Comparison

Metric
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Edelweiss Mutual Fund

Equity Mid Cap
Franklin India Prima Fund Direct Growth

Franklin Templeton Mutual Fund

Equity Mid Cap 3/5
HDFC Mid Cap Opportunities Fund Direct Growth

HDFC Mutual Fund

Equity Mid Cap 5/5
Kotak Emerging Equity Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap 4/5
Fund Details
NAV ₹ 16.96 (21-Apr-2025) ₹ 2896.34 (21-Apr-2025) ₹ 194.35 (21-Apr-2025) ₹ 138.94 (21-Apr-2025)
Fund Size 802.48 11443.03 72610.08 48128.71
Expense Ratio (%) 0.45 1.06 0.89 0.46
Risk Very High Very High Very High Very High
Min Investment (₹) 100 5000 100 100
Min SIP (₹) 100 500 100 100
Exit Load Exit load of 0.50%, if redeemed within 30 days. Exit load of 1% if redeemed within 1 year Exit load of 1% if redeemed within 1 year. Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Returns
1Y Return (%) 6.71 17.12 12.09 14.62
3Y Return (%) N/A 22.19 24.42 19.26
5Y Return (%) N/A 29.66 34.35 32.25
Top Holdings
Top 10 Holdings
BSE Ltd.
5.75%
The Indian Hotels Company Ltd.
5.18%
Max Healthcare Institute Ltd.
5.11%
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%
The Federal Bank Ltd.
3.7%
Ipca Laboratories Ltd.
2.15%
Coromandel International Ltd.
2.1%
Max Healthcare Institute Ltd.
2.06%
APL Apollo Tubes Ltd.
2.0%
Crompton Greaves Consumer Electricals Ltd.
1.98%
Mphasis Ltd.
1.97%
HDFC Bank Ltd.
1.95%
JK Cement Ltd.
1.91%
Deepak Nitrite Ltd.
1.91%
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%
Fortis Healthcare Ltd.
3.59%
Ipca Laboratories Ltd.
3.43%
Coromandel International Ltd.
3.19%
Mphasis Ltd.
3.09%
Oberoi Realty Ltd.
2.73%
JK Cement Ltd.
2.6%
Solar Industries India Ltd.
2.58%
Oracle Financial Services Software Ltd.
2.5%
Persistent Systems Ltd.
2.49%
Bharti Hexacom Ltd.
2.22%
About Fund
Fund Started Date 30-Nov-2022 01-Jan-2013 01-Jan-2013 01-Jan-2013
Fund Manager Bhavesh Jain, Bharat Lahoti R Janakiraman, Sandeep Manam, Akhil Kalluri Chirag Setalvad, Dhruv Muchhal Atul Bhole
Custodian Name Standard Chartered Bank Hongkong & Shanghai Banking Corporation N/A Deutsche Bank
RTA Name KFin Tech Cams Cams 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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.camsonline.com www.camsonline.com www.camsonline.com

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