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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
PGIM India Midcap Opportunities Fund Direct Growth

PGIM India Mutual Fund

Equity Mid Cap 3/5
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 16.96 (21-Apr-2025) ₹ 2896.34 (21-Apr-2025) ₹ 69.5 (21-Apr-2025) ₹ 16.93 (21-Apr-2025)
Fund Size 802.48 11443.03 10302.07 752.7
Expense Ratio (%) 0.45 1.06 0.47 0.4
Risk Very High Very High Very High Very High
Min Investment (₹) 100 5000 5000 5000
Min SIP (₹) 100 500 1000 150
Exit Load Exit load of 0.50%, if redeemed within 30 days. Exit load of 1% if redeemed within 1 year Exit load of 0.5%, if redeemed within 90 days. Exit load of 0.25%, if redeemed within 90 days
Returns
1Y Return (%) 6.71 17.12 12.06 5.93
3Y Return (%) N/A 22.19 14.13 N/A
5Y Return (%) N/A 29.66 32.76 N/A
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 Healthcare Institute Ltd.
3.75%
Solar Industries India Ltd.
3.37%
Dixon Technologies (India) Ltd.
2.96%
Persistent Systems Ltd.
2.78%
JK Cement Ltd.
2.62%
The Indian Hotels Company Ltd.
2.26%
Abbott India Ltd.
2.22%
Mankind Pharma Ltd.
2.17%
Max Financial Services Ltd.
2.14%
Varun Beverages Ltd.
2.13%
BSE Ltd.
5.76%
The Indian Hotels Company Ltd.
5.19%
Max Healthcare Institute Ltd.
5.11%
Persistent Systems Ltd.
4.93%
Coforge Ltd.
4.89%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.32%
Dixon Technologies (India) Ltd.
4.18%
The Federal Bank Ltd.
3.6%
Fortis Healthcare Ltd.
3.47%
About Fund
Fund Started Date 30-Nov-2022 01-Jan-2013 02-Dec-2013 20-Oct-2022
Fund Manager Bhavesh Jain, Bharat Lahoti R Janakiraman, Sandeep Manam, Akhil Kalluri Puneet Pal, Vinay Paharia, Vivek Sharma, Utsav Mehta Kapil Menon, Rakesh Prajapati
Custodian Name Standard Chartered Bank Hongkong & Shanghai Banking Corporation Standard Chartered Bank Standard Chartered Bank
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

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