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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
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Tata Midcap Growth Direct Plan Growth

Tata Mutual Fund

Equity Mid Cap 3/5
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 8.69 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025) ₹ 450.95 (21-Apr-2025) ₹ 10.44 (21-Apr-2025)
Fund Size 95.85 11332.71 4333.24 40.15
Expense Ratio (%) 0.28 0.9 0.68 0.38
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 5000 1000
Min SIP (₹) 100 100 100 500
Exit Load Nil For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. Nil
Returns
1Y Return (%) N/A 15.39 7.33 N/A
3Y Return (%) N/A 22.59 19.29 N/A
5Y Return (%) N/A 30.85 29.92 N/A
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%
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 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%
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 08-Oct-2024 02-Jan-2013 01-Jan-2013 13-Feb-2025
Fund Manager Abhishek Bisen, Devender Singhal, Satish Dondapati Bharath S., Ratish Varier Satish Chandra Mishra Sharwan Kumar Goyal, Ayush Jain
Custodian Name Deutsche Bank Standard Chartered 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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