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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
Kotak Emerging Equity Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap 4/5
Kotak Nifty Midcap 50 Index Fund Direct Growth

Kotak Mahindra 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 ₹ 16.96 (21-Apr-2025) ₹ 138.94 (21-Apr-2025) ₹ 9.33 (21-Apr-2025) ₹ 35.81 (21-Apr-2025)
Fund Size 802.48 48128.71 48.74 1986.88
Expense Ratio (%) 0.45 0.46 0.27 0.3
Risk Very High Very High Very High Moderately High
Min Investment (₹) 100 100 100 500
Min SIP (₹) 100 100 100 500
Exit Load Exit load of 0.50%, if redeemed within 30 days. Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days Nil Exit load of 1%, if redeemed within 15 days.
Returns
1Y Return (%) 6.71 14.62 N/A 10.0
3Y Return (%) N/A 19.26 N/A 20.68
5Y Return (%) N/A 32.25 N/A 32.79
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%
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%
Max Healthcare Institute Ltd.
4.98%
BSE Ltd.
4.54%
Persistent Systems Ltd.
3.58%
Coforge Ltd.
3.3%
PB Fintech Ltd.
3.21%
Dixon Technologies (India) Ltd.
3.1%
Lupin Ltd.
2.99%
The Federal Bank Ltd.
2.88%
Indus Towers Ltd.
2.7%
SRF Ltd.
2.6%
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 30-Nov-2022 01-Jan-2013 16-Aug-2024 06-Sep-2019
Fund Manager Bhavesh Jain, Bharat Lahoti Atul Bhole Abhishek Bisen, Devender Singhal, Satish Dondapati Rakesh Shetty
Custodian Name Standard Chartered Bank Deutsche Bank Deutsche Bank Citibank NA
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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