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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 Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 3/5
PGIM India Midcap Opportunities Fund Direct Growth

PGIM India Mutual Fund

Equity Mid Cap 3/5
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 29.99 (21-Apr-2025) ₹ 35.81 (21-Apr-2025) ₹ 69.5 (21-Apr-2025) ₹ 16.93 (21-Apr-2025)
Fund Size 301.59 1986.88 10302.07 752.7
Expense Ratio (%) 1.33 0.3 0.47 0.4
Risk Very High Moderately High Very High Very High
Min Investment (₹) 5000 500 5000 5000
Min SIP (₹) 200 500 1000 150
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 15 days. Exit load of 0.5%, if redeemed within 90 days. Exit load of 0.25%, if redeemed within 90 days
Returns
1Y Return (%) 13.52 10.0 12.06 5.93
3Y Return (%) 18.05 20.68 14.13 N/A
5Y Return (%) 27.68 32.79 32.76 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%
Max Healthcare Institute Ltd.
2.58%
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%
Max Healthcare Institute Ltd.
3.75%
Solar Industries India Ltd.
3.37%
Dixon Technologies (India) Ltd.
2.96%
Persistent Systems Ltd.
2.78%
JK Cement Ltd.
2.62%
The Indian Hotels Company Ltd.
2.26%
Abbott India Ltd.
2.22%
Mankind Pharma Ltd.
2.17%
Max Financial Services Ltd.
2.14%
Varun Beverages Ltd.
2.13%
BSE Ltd.
5.76%
The Indian Hotels Company Ltd.
5.19%
Max Healthcare Institute Ltd.
5.11%
Persistent Systems Ltd.
4.93%
Coforge Ltd.
4.89%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.32%
Dixon Technologies (India) Ltd.
4.18%
The Federal Bank Ltd.
3.6%
Fortis Healthcare Ltd.
3.47%
About Fund
Fund Started Date 25-Jan-2017 06-Sep-2019 02-Dec-2013 20-Oct-2022
Fund Manager Karan Doshi, Dikshit Mittal Rakesh Shetty Puneet Pal, Vinay Paharia, Vivek Sharma, Utsav Mehta Kapil Menon, Rakesh Prajapati
Custodian Name SBI SG Global Securities Services Pvt.Ltd. Citibank NA Standard Chartered Bank Standard Chartered Bank
RTA Name KFin Tech KFin Tech KFin Tech Cams
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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.karvymfs.com www.karvymfs.com www.camsonline.com

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