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NAV History Comparison

Sector Allocation Comparison

Metric
HDFC NIFTY Midcap 150 Index Fund Direct Growth

HDFC Mutual Fund

Equity Mid Cap
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 5/5
Nippon India Growth Fund Direct Growth

Nippon India Mutual Fund

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

UTI Mutual Fund

Equity Mid Cap 2/5
Fund Details
NAV ₹ 16.91 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 4192.69 (21-Apr-2025) ₹ 305.85 (21-Apr-2025)
Fund Size 291.2 26028.34 33174.74 10649.44
Expense Ratio (%) 0.3 0.63 0.74 0.89
Risk Very High Very High Very High Very High
Min Investment (₹) 100 500 100 5000
Min SIP (₹) 100 500 100 500
Exit Load Nil Exit load of 1%, if redeemed within 365 days. Exit load of 1% if redeemed within 1 months Exit load of 1% if redeemed less than 1 year
Returns
1Y Return (%) 9.62 15.32 16.36 8.29
3Y Return (%) N/A 27.2 24.03 15.29
5Y Return (%) N/A 38.04 34.82 28.77
Top Holdings
Top 10 Holdings
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%
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%
BSE Ltd.
3.13%
Cholamandalam Financial Holdings Ltd.
2.82%
Fortis Healthcare Ltd.
2.79%
Persistent Systems Ltd.
2.73%
Voltas Ltd.
2.52%
Power Finance Corporation Ltd.
2.5%
The Federal Bank Ltd.
2.32%
Max Healthcare Institute Ltd.
2.08%
Varun Beverages Ltd.
1.94%
Bharat Forge Ltd.
1.92%
The Phoenix Mills Ltd.
2.43%
Solar Industries India Ltd.
2.36%
Coforge Ltd.
2.29%
Persistent Systems Ltd.
2.13%
Ajanta Pharma Ltd.
2.0%
Max Financial Services Ltd.
1.93%
Alkem Laboratories Ltd.
1.92%
Polycab India Ltd.
1.83%
Coromandel International Ltd.
1.82%
Indian Bank
1.81%
About Fund
Fund Started Date 21-Apr-2023 24-Feb-2014 31-Dec-2012 01-Jan-2013
Fund Manager Nandita Menezes Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Rupesh Patel, Kinjal Desai Ankit Agarwal
Custodian Name N/A Citibank NA Deutsche Bank N/A
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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