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NAV History Comparison

Sector Allocation Comparison

Metric
Mahindra Manulife Mid Cap Fund Direct Growth

Mahindra Mutual Fund

Equity Mid Cap 4/5
PGIM India Midcap Opportunities Fund Direct Growth

PGIM India Mutual Fund

Equity Mid Cap 3/5
SBI Nifty Midcap 150 Index Fund Direct Growth

SBI Mutual Fund

Equity Mid Cap
WhiteOak Capital Mid Cap Fund Direct Growth

WhiteOak Capital Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 34.89 (21-Apr-2025) ₹ 69.5 (21-Apr-2025) ₹ 17.24 (21-Apr-2025) ₹ 17.95 (21-Apr-2025)
Fund Size 3397.92 10302.07 725.36 2744.56
Expense Ratio (%) 0.47 0.47 0.46 0.69
Risk Very High Very High Very High Very High
Min Investment (₹) 1000 5000 5000 500
Min SIP (₹) 500 1000 500 100
Exit Load Exit load of 1% if redeemed within 3 months. Exit load of 0.5%, if redeemed within 90 days. Exit load of 0.25%, if redeemed within 30 days Exit load of 1%, if redeemed within 1 month.
Returns
1Y Return (%) 11.13 12.06 9.65 15.31
3Y Return (%) 22.47 14.13 N/A N/A
5Y Return (%) 32.77 32.76 N/A N/A
Top Holdings
Top 10 Holdings
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%
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%
Max Healthcare Institute Ltd.
2.59%
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%
Muthoot Finance Ltd.
3.81%
Persistent Systems Ltd.
3.45%
The Indian Hotels Company Ltd.
3.39%
Max Financial Services Ltd.
3.35%
Max Healthcare Institute Ltd.
3.24%
The Federal Bank Ltd.
3.08%
Bharti Hexacom Ltd.
2.77%
PB Fintech Ltd.
2.31%
Coforge Ltd.
2.25%
Hitachi Energy India Ltd.
2.25%
About Fund
Fund Started Date 30-Jan-2018 02-Dec-2013 03-Oct-2022 07-Sep-2022
Fund Manager Krishna Sanghavi, Manish Lodha, Kirti Dalvi Puneet Pal, Vinay Paharia, Vivek Sharma, Utsav Mehta Harsh Sethi Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak
Custodian Name Deutsche Bank Standard Chartered Bank SBI SG Global Securities Services Pvt.Ltd. Deutsche Bank
RTA Name Cams KFin Tech Cams Cams
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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email enq_h@camsonline.com mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.camsonline.com www.karvymfs.com www.camsonline.com www.camsonline.com