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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
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 5/5
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Taurus Mid Cap Fund Direct Growth

Taurus Mutual Fund

Equity Mid Cap 1/5
Fund Details
NAV ₹ 16.96 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025) ₹ 119.32 (21-Apr-2025)
Fund Size 802.48 26028.34 11332.71 114.44
Expense Ratio (%) 0.45 0.63 0.9 2.16
Risk Very High Very High Very High Very High
Min Investment (₹) 100 500 100 500
Min SIP (₹) 100 500 100 500
Exit Load Exit load of 0.50%, if redeemed within 30 days. Exit load of 1%, if redeemed within 365 days. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. Exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 6.71 15.32 15.39 1.2
3Y Return (%) N/A 27.2 22.59 14.85
5Y Return (%) N/A 38.04 30.85 24.95
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%
Coforge Ltd.
10.13%
Persistent Systems Ltd.
9.53%
Kalyan Jewellers India Ltd.
7.18%
Polycab India Ltd.
4.4%
Trent Ltd.
4.37%
Max Healthcare Institute Ltd.
4.2%
One97 Communications Ltd.
3.73%
Dixon Technologies (India) Ltd.
3.72%
Bharti Hexacom Ltd.
3.66%
Kei Industries Ltd.
2.78%
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%
Bank of India
4.69%
Aurobindo Pharma Ltd.
4.15%
Coforge Ltd.
3.82%
Voltas Ltd.
3.76%
AU Small Finance Bank Ltd.
3.65%
Dalmia Bharat Ltd.
3.47%
Container Corporation Of India Ltd.
3.44%
Aditya Birla Capital Ltd.
3.38%
Hindustan Petroleum Corporation Ltd.
3.24%
The Federal Bank Ltd.
3.08%
About Fund
Fund Started Date 30-Nov-2022 24-Feb-2014 02-Jan-2013 01-Jan-2013
Fund Manager Bhavesh Jain, Bharat Lahoti Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Bharath S., Ratish Varier Anuj Kapil, Hemanshu Srivastava
Custodian Name Standard Chartered Bank Citibank NA Standard Chartered Bank SBI SG Global Securities Services Pvt.Ltd.
RTA Name KFin Tech KFin Tech KFin Tech KFin Tech
RTA Address 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, 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 mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.karvymfs.com www.karvymfs.com www.karvymfs.com

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