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NAV History Comparison

Sector Allocation Comparison

Metric
Kotak Nifty Midcap 150 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Nippon India Growth Fund Direct Growth

Nippon India Mutual Fund

Equity Mid Cap 4/5
Tata Midcap Growth Direct Plan Growth

Tata Mutual Fund

Equity Mid Cap 3/5
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 10.2 (21-Apr-2025) ₹ 4192.69 (21-Apr-2025) ₹ 450.95 (21-Apr-2025) ₹ 13.28 (21-Apr-2025)
Fund Size 7.2 33174.74 4333.24 240.16
Expense Ratio (%) 0.3 0.74 0.68 0.45
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 1000
Min SIP (₹) 100 100 100 500
Exit Load Nil Exit load of 1% if redeemed within 1 months For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. Nil
Returns
1Y Return (%) N/A 16.36 7.33 9.8
3Y Return (%) N/A 24.03 19.29 10.77
5Y Return (%) N/A 34.82 29.92 N/A
Top Holdings
Top 10 Holdings
Max Healthcare Institute Ltd.
2.56%
BSE Ltd.
2.34%
Suzlon Energy Ltd.
2.11%
Persistent Systems Ltd.
1.85%
Coforge Ltd.
1.7%
PB Fintech Ltd.
1.65%
Dixon Technologies (India) Ltd.
1.59%
Lupin Ltd.
1.54%
The Federal Bank Ltd.
1.49%
Indus Towers Ltd.
1.39%
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%
Max Financial Services Ltd.
3.44%
Alkem Laboratories Ltd.
3.04%
Lupin Ltd.
2.81%
Jubilant FoodWorks Ltd.
2.76%
Aurobindo Pharma Ltd.
2.68%
Cummins India Ltd.
2.6%
ICICI Lombard General Insurance Company Ltd.
2.48%
Muthoot Finance Ltd.
2.31%
Indraprastha Gas Ltd.
2.11%
AU Small Finance Bank Ltd.
2.1%
Colgate-Palmolive (India) Ltd.
4.87%
Procter & Gamble Hygiene and Health Care Ltd.
3.58%
Marico Ltd.
3.44%
HDFC Asset Management Company Ltd.
3.27%
Persistent Systems Ltd.
3.22%
Coforge Ltd.
3.0%
Page Industries Ltd.
2.93%
Cummins India Ltd.
2.88%
Solar Industries India Ltd.
2.75%
Dixon Technologies (India) Ltd.
2.6%
About Fund
Fund Started Date 21-Mar-2025 31-Dec-2012 01-Jan-2013 11-Apr-2022
Fund Manager Abhishek Bisen, Devender Singhal, Satish Dondapati Rupesh Patel, Kinjal Desai Satish Chandra Mishra Sharwan Kumar Goyal, Ayush Jain
Custodian Name Deutsche Bank Deutsche Bank Deutsche Bank N/A
RTA Name Cams KFin Tech Cams 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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email enq_h@camsonline.com mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.karvymfs.com www.camsonline.com www.karvymfs.com

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