Compare Mutual Funds

Back to Screener

Select Funds to Compare

Add or remove up to 5 mutual funds to compare their performance and metrics.

NAV History Comparison

Sector Allocation Comparison

Metric
Franklin India Prima Fund Direct Growth

Franklin Templeton Mutual Fund

Equity Mid Cap 3/5
HSBC Midcap Fund Direct Growth

HSBC Mutual Fund

Equity Mid Cap 3/5
SBI Magnum Mid Cap Direct Plan Growth

SBI Mutual Fund

Equity Mid Cap 4/5
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 2896.34 (21-Apr-2025) ₹ 392.45 (21-Apr-2025) ₹ 252.41 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 11443.03 10361.74 20890.26 11332.71
Expense Ratio (%) 1.06 0.7 0.83 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 5000 5000 5000 100
Min SIP (₹) 500 500 500 100
Exit Load 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 1 year. Exit load of 1% if redeemed within 1 year For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 17.12 9.48 10.35 15.39
3Y Return (%) 22.19 20.67 17.97 22.59
5Y Return (%) 29.66 28.26 33.42 30.85
Top Holdings
Top 10 Holdings
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.
4.61%
Persistent Systems Ltd.
4.4%
BSE Ltd.
4.23%
Dixon Technologies (India) Ltd.
3.88%
The Indian Hotels Company Ltd.
3.63%
Trent Ltd.
3.5%
The Federal Bank Ltd.
3.5%
Coforge Ltd.
3.44%
Lupin Ltd.
3.44%
Eternal Ltd.
3.43%
Bajaj Finance Ltd.
3.43%
Torrent Power Ltd.
3.35%
Shree Cement Ltd.
3.29%
Sundaram Finance Ltd.
3.26%
Crisil Ltd.
3.2%
Max Healthcare Institute Ltd.
2.89%
Mahindra & Mahindra Financial Services Ltd.
2.71%
K.P.R. Mill Ltd.
2.6%
Schaeffler India Ltd.
2.59%
The Federal Bank Ltd.
2.49%
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%
About Fund
Fund Started Date 01-Jan-2013 01-Jan-2013 01-Jan-2013 02-Jan-2013
Fund Manager R Janakiraman, Sandeep Manam, Akhil Kalluri Venugopal Manghat, Cheenu Gupta, Sonal Gupta Bhavin Vithlani, Pradeep Kesavan Bharath S., Ratish Varier
Custodian Name Hongkong & Shanghai Banking Corporation Citibank NA SBI SG Global Securities Services Pvt.Ltd. Standard Chartered Bank
RTA Name Cams Cams Cams KFin Tech
RTA Address 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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.camsonline.com www.camsonline.com www.karvymfs.com

You May Be Interested In