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NAV History Comparison

Sector Allocation Comparison

Metric
LIC MF Midcap Fund Direct Growth

LIC Mutual Fund

Equity Mid Cap 2/5
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 5/5
SBI Magnum Mid Cap Direct Plan Growth

SBI Mutual Fund

Equity Mid Cap 4/5
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 29.99 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 252.41 (21-Apr-2025) ₹ 13.28 (21-Apr-2025)
Fund Size 301.59 26028.34 20890.26 240.16
Expense Ratio (%) 1.33 0.63 0.83 0.45
Risk Very High Very High Very High Very High
Min Investment (₹) 5000 500 5000 1000
Min SIP (₹) 200 500 500 500
Exit Load 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 365 days. Exit load of 1% if redeemed within 1 year Nil
Returns
1Y Return (%) 13.52 15.32 10.35 9.8
3Y Return (%) 18.05 27.2 17.97 10.77
5Y Return (%) 27.68 38.04 33.42 N/A
Top Holdings
Top 10 Holdings
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%
Coforge Ltd.
10.13%
Persistent Systems Ltd.
9.53%
Kalyan Jewellers India Ltd.
7.18%
Polycab India Ltd.
4.4%
Trent Ltd.
4.37%
Max Healthcare Institute Ltd.
4.2%
One97 Communications Ltd.
3.73%
Dixon Technologies (India) Ltd.
3.72%
Bharti Hexacom Ltd.
3.66%
Kei Industries Ltd.
2.78%
Bajaj Finance Ltd.
3.43%
Torrent Power Ltd.
3.35%
Shree Cement Ltd.
3.29%
Sundaram Finance Ltd.
3.26%
Crisil Ltd.
3.2%
Max Healthcare Institute Ltd.
2.89%
Mahindra & Mahindra Financial Services Ltd.
2.71%
K.P.R. Mill Ltd.
2.6%
Schaeffler India Ltd.
2.59%
The Federal Bank Ltd.
2.49%
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 25-Jan-2017 24-Feb-2014 01-Jan-2013 11-Apr-2022
Fund Manager Karan Doshi, Dikshit Mittal Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Bhavin Vithlani, Pradeep Kesavan Sharwan Kumar Goyal, Ayush Jain
Custodian Name SBI SG Global Securities Services Pvt.Ltd. Citibank NA SBI SG Global Securities Services Pvt.Ltd. N/A
RTA Name KFin Tech KFin Tech Cams 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, 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 mfshyderabad@karvy.com mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.karvymfs.com www.camsonline.com www.karvymfs.com

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