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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
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Union Midcap Fund Direct Growth

Union Mutual Fund

Equity Mid Cap 2/5
Fund Details
NAV ₹ 2896.34 (21-Apr-2025) ₹ 8.69 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025) ₹ 46.37 (21-Apr-2025)
Fund Size 11443.03 95.85 11332.71 1312.88
Expense Ratio (%) 1.06 0.28 0.9 0.62
Risk Very High Very High Very High Very High
Min Investment (₹) 5000 100 100 1000
Min SIP (₹) 500 100 100 500
Exit Load Exit load of 1% if redeemed within 1 year Nil 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 15 days.
Returns
1Y Return (%) 17.12 N/A 15.39 11.29
3Y Return (%) 22.19 N/A 22.59 18.17
5Y Return (%) 29.66 N/A 30.85 32.61
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%
BSE Ltd.
5.75%
The Indian Hotels Company Ltd.
5.18%
Max Healthcare Institute Ltd.
5.1%
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%
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%
The Federal Bank Ltd.
3.94%
Voltas Ltd.
2.72%
Max Financial Services Ltd.
2.55%
Mphasis Ltd.
2.52%
Coromandel International Ltd.
2.45%
The Indian Hotels Company Ltd.
2.35%
Coforge Ltd.
2.34%
Dixon Technologies (India) Ltd.
2.23%
Fortis Healthcare Ltd.
2.1%
Bharti Hexacom Ltd.
2.09%
About Fund
Fund Started Date 01-Jan-2013 08-Oct-2024 02-Jan-2013 23-Mar-2020
Fund Manager R Janakiraman, Sandeep Manam, Akhil Kalluri Abhishek Bisen, Devender Singhal, Satish Dondapati Bharath S., Ratish Varier Pratik Dharmshi, Gaurav Chopra
Custodian Name Hongkong & Shanghai Banking Corporation Deutsche Bank Standard Chartered Bank SBI SG Global Securities Services Pvt.Ltd.
RTA Name Cams Cams KFin Tech Cams
RTA Address 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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.camsonline.com www.camsonline.com www.karvymfs.com www.camsonline.com

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