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NAV History Comparison

Sector Allocation Comparison

Metric
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 5/5
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth

Motilal Oswal Mutual Fund

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

Navi Mutual Fund

Equity Mid Cap 3/5
SBI Magnum Mid Cap Direct Plan Growth

SBI Mutual Fund

Equity Mid Cap 4/5
Fund Details
NAV ₹ 105.58 (21-Apr-2025) ₹ 35.81 (21-Apr-2025) ₹ 18.76 (21-Apr-2025) ₹ 252.41 (21-Apr-2025)
Fund Size 26028.34 1986.88 227.72 20890.26
Expense Ratio (%) 0.63 0.3 0.22 0.83
Risk Very High Moderately High Very High Very High
Min Investment (₹) 500 500 100 5000
Min SIP (₹) 500 500 100 500
Exit Load Exit load of 1%, if redeemed within 365 days. Exit load of 1%, if redeemed within 15 days. Nil Exit load of 1% if redeemed within 1 year
Returns
1Y Return (%) 15.32 10.0 9.69 10.35
3Y Return (%) 27.2 20.68 20.37 17.97
5Y Return (%) 38.04 32.79 N/A 33.42
Top Holdings
Top 10 Holdings
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%
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.
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%
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%
About Fund
Fund Started Date 24-Feb-2014 06-Sep-2019 11-Mar-2022 01-Jan-2013
Fund Manager Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Rakesh Shetty Aditya Venkatesh Mulki, Ashutosh Shirwaikar Bhavin Vithlani, Pradeep Kesavan
Custodian Name Citibank NA Citibank NA HDFC Bank SBI SG Global Securities Services Pvt.Ltd.
RTA Name KFin Tech KFin Tech Cams 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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.karvymfs.com www.camsonline.com www.camsonline.com

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