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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
Taurus Mid Cap Fund Direct Growth

Taurus Mutual Fund

Equity Mid Cap 1/5
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 105.58 (21-Apr-2025) ₹ 119.32 (21-Apr-2025) ₹ 13.28 (21-Apr-2025) ₹ 10.44 (21-Apr-2025)
Fund Size 26028.34 114.44 240.16 40.15
Expense Ratio (%) 0.63 2.16 0.45 0.38
Risk Very High Very High Very High Very High
Min Investment (₹) 500 500 1000 1000
Min SIP (₹) 500 500 500 500
Exit Load Exit load of 1%, if redeemed within 365 days. Exit load of 1% if redeemed within 365 days. Nil Nil
Returns
1Y Return (%) 15.32 1.2 9.8 N/A
3Y Return (%) 27.2 14.85 10.77 N/A
5Y Return (%) 38.04 24.95 N/A N/A
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%
Bank of India
4.69%
Aurobindo Pharma Ltd.
4.15%
Coforge Ltd.
3.82%
Voltas Ltd.
3.76%
AU Small Finance Bank Ltd.
3.65%
Dalmia Bharat Ltd.
3.47%
Container Corporation Of India Ltd.
3.44%
Aditya Birla Capital Ltd.
3.38%
Hindustan Petroleum Corporation Ltd.
3.24%
The Federal Bank Ltd.
3.08%
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%
BSE Ltd.
6.31%
Dixon Technologies (India) Ltd.
4.67%
Persistent Systems Ltd.
4.28%
Coforge Ltd.
4.24%
CG Power and Industrial Solutions Ltd.
2.8%
Lupin Ltd.
2.6%
Blue Star Ltd.
2.52%
Marico Ltd.
2.48%
Colgate-Palmolive (India) Ltd.
2.26%
HDFC Asset Management Company Ltd.
2.17%
About Fund
Fund Started Date 24-Feb-2014 01-Jan-2013 11-Apr-2022 13-Feb-2025
Fund Manager Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Anuj Kapil, Hemanshu Srivastava Sharwan Kumar Goyal, Ayush Jain Sharwan Kumar Goyal, Ayush Jain
Custodian Name Citibank NA SBI SG Global Securities Services Pvt.Ltd. N/A N/A
RTA Name KFin Tech KFin Tech KFin Tech 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, 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,
RTA Email mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.karvymfs.com www.karvymfs.com www.karvymfs.com

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