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NAV History Comparison

Sector Allocation Comparison

Metric
Franklin India Prima Fund Direct Growth

Franklin Templeton Mutual Fund

Equity Mid Cap 3/5
JM Midcap Fund Direct Growth

JM Financial Mutual Fund

Equity Mid Cap
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

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

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 2896.34 (21-Apr-2025) ₹ 18.66 (21-Apr-2025) ₹ 35.81 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 11443.03 1261.1 1986.88 11332.71
Expense Ratio (%) 1.06 0.56 0.3 0.9
Risk Very High Very High Moderately High Very High
Min Investment (₹) 5000 1000 500 100
Min SIP (₹) 500 100 500 100
Exit Load Exit load of 1% if redeemed within 1 year Exit load of 1% if redeemed within 180 days. Exit load of 1%, if redeemed within 15 days. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 17.12 12.17 10.0 15.39
3Y Return (%) 22.19 N/A 20.68 22.59
5Y Return (%) 29.66 N/A 32.79 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%
Bharat Heavy Electricals Ltd.
4.46%
The Federal Bank Ltd.
4.01%
Indian Bank
3.8%
Godfrey Phillips India Ltd.
3.67%
Jubilant FoodWorks Ltd.
3.62%
Mphasis Ltd.
3.13%
Voltas Ltd.
2.98%
Aurobindo Pharma Ltd.
2.85%
SBI Cards And Payment Services Ltd.
2.83%
Apollo Hospitals Enterprise Ltd.
2.81%
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%
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 21-Nov-2022 06-Sep-2019 02-Jan-2013
Fund Manager R Janakiraman, Sandeep Manam, Akhil Kalluri Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Rakesh Shetty Bharath S., Ratish Varier
Custodian Name Hongkong & Shanghai Banking Corporation HDFC Bank Citibank NA Standard Chartered Bank
RTA Name Cams KFin Tech KFin Tech KFin Tech
RTA Address 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 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 enq_h@camsonline.com mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.karvymfs.com www.karvymfs.com www.karvymfs.com

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