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NAV History Comparison

Sector Allocation Comparison

Metric
JM Midcap Fund Direct Growth

JM Financial Mutual Fund

Equity Mid Cap
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
UTI Nifty Midcap 150 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 18.66 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025) ₹ 9.51 (21-Apr-2025) ₹ 10.44 (21-Apr-2025)
Fund Size 1261.1 11332.71 45.6 40.15
Expense Ratio (%) 0.56 0.9 0.44 0.38
Risk Very High Very High Very High Very High
Min Investment (₹) 1000 100 1000 1000
Min SIP (₹) 100 100 500 500
Exit Load Exit load of 1% if redeemed within 180 days. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. Nil Nil
Returns
1Y Return (%) 12.17 15.39 N/A N/A
3Y Return (%) N/A 22.59 N/A N/A
5Y Return (%) N/A 30.85 N/A N/A
Top Holdings
Top 10 Holdings
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%
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%
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%
BSE Ltd.
6.31%
Dixon Technologies (India) Ltd.
4.67%
Persistent Systems Ltd.
4.28%
Coforge Ltd.
4.24%
CG Power and Industrial Solutions Ltd.
2.8%
Lupin Ltd.
2.6%
Blue Star Ltd.
2.52%
Marico Ltd.
2.48%
Colgate-Palmolive (India) Ltd.
2.26%
HDFC Asset Management Company Ltd.
2.17%
About Fund
Fund Started Date 21-Nov-2022 02-Jan-2013 28-Nov-2024 13-Feb-2025
Fund Manager Satish Ramanathan, Asit Bhandarkar, Deepak Gupta Bharath S., Ratish Varier Sharwan Kumar Goyal, Ayush Jain Sharwan Kumar Goyal, Ayush Jain
Custodian Name HDFC Bank Standard Chartered Bank N/A N/A
RTA Name KFin Tech KFin Tech KFin Tech KFin Tech
RTA Address 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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.karvymfs.com www.karvymfs.com www.karvymfs.com

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