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NAV History Comparison

Sector Allocation Comparison

Metric
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
LIC MF Midcap Fund Direct Growth

LIC Mutual Fund

Equity Mid Cap 2/5
Mahindra Manulife Mid Cap Fund Direct Growth

Mahindra Mutual Fund

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

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 8.69 (21-Apr-2025) ₹ 29.99 (21-Apr-2025) ₹ 34.89 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 95.85 301.59 3397.92 11332.71
Expense Ratio (%) 0.28 1.33 0.47 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 100 5000 1000 100
Min SIP (₹) 100 200 500 100
Exit Load Nil Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months. Exit load of 1% if redeemed within 3 months. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) N/A 13.52 11.13 15.39
3Y Return (%) N/A 18.05 22.47 22.59
5Y Return (%) N/A 27.68 32.77 30.85
Top Holdings
Top 10 Holdings
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%
Shakti Pumps (India) Ltd.
4.68%
Trent Ltd.
3.38%
UNO Minda Ltd.
3.07%
The Federal Bank Ltd.
2.87%
SRF Ltd.
2.75%
The Indian Hotels Company Ltd.
2.55%
Bharat Electronics Ltd.
2.53%
Voltas Ltd.
2.29%
Persistent Systems Ltd.
2.13%
Coromandel International Ltd.
2.1%
Max Healthcare Institute Ltd.
3.23%
State Bank of India
2.4%
Indian Bank
2.23%
Voltas Ltd.
2.19%
ICICI Bank Ltd.
2.18%
Blue Star Ltd.
2.17%
The Federal Bank Ltd.
2.13%
HDFC Bank Ltd.
2.04%
Coforge Ltd.
1.97%
Jindal Steel & Power Ltd.
1.97%
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 08-Oct-2024 25-Jan-2017 30-Jan-2018 02-Jan-2013
Fund Manager Abhishek Bisen, Devender Singhal, Satish Dondapati Karan Doshi, Dikshit Mittal Krishna Sanghavi, Manish Lodha, Kirti Dalvi Bharath S., Ratish Varier
Custodian Name Deutsche Bank SBI SG Global Securities Services Pvt.Ltd. Deutsche Bank Standard Chartered Bank
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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