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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
Navi Nifty Midcap 150 Index Fund Direct Growth

Navi Mutual Fund

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

SBI Mutual Fund

Equity Mid Cap
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 105.58 (21-Apr-2025) ₹ 18.76 (21-Apr-2025) ₹ 17.24 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 26028.34 227.72 725.36 11332.71
Expense Ratio (%) 0.63 0.22 0.46 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 500 100 5000 100
Min SIP (₹) 500 100 500 100
Exit Load Exit load of 1%, if redeemed within 365 days. Nil Exit load of 0.25%, if redeemed within 30 days For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 15.32 9.69 9.65 15.39
3Y Return (%) 27.2 20.37 N/A 22.59
5Y Return (%) 38.04 N/A N/A 30.85
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.
2.59%
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%
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%
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%
About Fund
Fund Started Date 24-Feb-2014 11-Mar-2022 03-Oct-2022 02-Jan-2013
Fund Manager Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Aditya Venkatesh Mulki, Ashutosh Shirwaikar Harsh Sethi Bharath S., Ratish Varier
Custodian Name Citibank NA HDFC Bank SBI SG Global Securities Services Pvt.Ltd. Standard Chartered Bank
RTA Name KFin Tech Cams Cams KFin Tech
RTA Address 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, Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.camsonline.com www.camsonline.com www.karvymfs.com

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