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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 Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 3/5
Nippon India Nifty Midcap 150 Index Fund Direct Growth

Nippon 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) ₹ 35.81 (21-Apr-2025) ₹ 22.9 (21-Apr-2025) ₹ 16.93 (21-Apr-2025)
Fund Size 802.48 1986.88 1544.54 752.7
Expense Ratio (%) 0.45 0.3 0.3 0.4
Risk Very High Moderately High Very High Very High
Min Investment (₹) 100 500 100 5000
Min SIP (₹) 100 500 100 150
Exit Load Exit load of 0.50%, if redeemed within 30 days. Exit load of 1%, if redeemed within 15 days. Nil Exit load of 0.25%, if redeemed within 90 days
Returns
1Y Return (%) 6.71 10.0 9.71 5.93
3Y Return (%) N/A 20.68 20.44 N/A
5Y Return (%) N/A 32.79 N/A 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%
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%
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%
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 06-Sep-2019 19-Feb-2021 20-Oct-2022
Fund Manager Bhavesh Jain, Bharat Lahoti Rakesh Shetty Himanshu Mange Kapil Menon, Rakesh Prajapati
Custodian Name Standard Chartered Bank Citibank NA Deutsche Bank Standard Chartered Bank
RTA Name KFin Tech KFin Tech KFin Tech Cams
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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.karvymfs.com www.karvymfs.com www.camsonline.com

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