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
Invesco India Mid Cap Fund Direct Growth

Invesco Mutual Fund

Equity Mid Cap 4/5
Kotak Nifty Midcap 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
Fund Details
NAV ₹ 189.55 (21-Apr-2025) ₹ 9.33 (21-Apr-2025) ₹ 9.27 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 5779.32 48.74 199.59 11332.71
Expense Ratio (%) 0.65 0.27 0.46 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 1000 100 5000 100
Min SIP (₹) 500 100 99 100
Exit Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. Nil Exit load of 0.05%, 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 (%) 22.49 N/A N/A 15.39
3Y Return (%) 23.94 N/A N/A 22.59
5Y Return (%) 32.4 N/A N/A 30.85
Top Holdings
Top 10 Holdings
BSE Ltd.
4.8%
L&T Finance Ltd.
4.47%
Max Healthcare Institute Ltd.
4.26%
The Federal Bank Ltd.
4.17%
Trent Ltd.
3.88%
JK Cement Ltd.
3.68%
Dixon Technologies (India) Ltd.
3.54%
Prestige Estates Projects Ltd.
3.4%
Max Financial Services Ltd.
3.34%
Coforge Ltd.
3.3%
Max Healthcare Institute Ltd.
4.98%
BSE Ltd.
4.54%
Persistent Systems Ltd.
3.58%
Coforge Ltd.
3.3%
PB Fintech Ltd.
3.21%
Dixon Technologies (India) Ltd.
3.1%
Lupin Ltd.
2.99%
The Federal Bank Ltd.
2.88%
Indus Towers Ltd.
2.7%
SRF Ltd.
2.6%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF - Growth
100.1%
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 16-Aug-2024 30-May-2024 02-Jan-2013
Fund Manager Aditya Khemani, Amit Ganatra Abhishek Bisen, Devender Singhal, Satish Dondapati Akshay Udeshi Bharath S., Ratish Varier
Custodian Name Deutsche Bank Deutsche Bank N/A Standard Chartered Bank
RTA Name KFin Tech Cams KFin Tech KFin Tech
RTA Address Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 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,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.camsonline.com www.karvymfs.com www.karvymfs.com