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NAV History Comparison

Sector Allocation Comparison

Metric
Motilal Oswal Nifty India Defence Index Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Thematic
Nippon India Nifty Realty Index Fund Direct Growth

Nippon India Mutual Fund

Equity Thematic
Quantum Ethical Fund Direct Growth

Quantum Mutual Fund

Equity Thematic
Tata Ethical Direct Plan Growth

Tata Mutual Fund

Equity Thematic
Fund Details
NAV ₹ 8.84 (21-Apr-2025) ₹ 8.01 (21-Apr-2025) ₹ 9.3 (21-Apr-2025) ₹ 418.3 (21-Apr-2025)
Fund Size 2503.74 19.04 46.5 3216.02
Expense Ratio (%) 0.29 0.35 0.74 0.68
Risk Very High Very High Very High Very High
Min Investment (₹) 500 1000 500 5000
Min SIP (₹) 500 100 500 100
Exit Load Exit load of 1%, if redeemed within 15 days. Nil For units in excess of 10% of the investment 1% will be charged for redemption within 365 Days Exit load of 0.50% if redeemed within 90 days.
Returns
1Y Return (%) N/A N/A N/A 4.66
3Y Return (%) N/A N/A N/A 10.96
5Y Return (%) N/A N/A N/A 22.56
Top Holdings
Top 10 Holdings
Hindustan Aeronautics Ltd.
20.52%
Bharat Electronics Ltd.
19.79%
Solar Industries India Ltd.
15.22%
Mazagon Dock Shipbuilders Ltd.
9.02%
Cochin Shipyard Ltd.
6.62%
Bharat Dynamics Ltd.
6.56%
Zen Technologies Ltd.
3.75%
BEML Ltd.
3.43%
Astra Microwave Products Ltd.
3.16%
Data Patterns (India) Ltd.
2.78%
DLF Ltd.
20.69%
Macrotech Developers Ltd.
15.83%
Godrej Properties Ltd.
15.22%
The Phoenix Mills Ltd.
14.52%
Prestige Estates Projects Ltd.
9.47%
Oberoi Realty Ltd.
9.13%
Brigade Enterprises Ltd.
6.4%
Anant Raj Ltd.
3.17%
Sobha Ltd.
2.58%
Raymond Ltd.
2.22%
Marico Ltd.
4.85%
Crompton Greaves Consumer Electricals Ltd.
3.54%
TVS Motor Company Ltd.
3.29%
Persistent Systems Ltd.
3.28%
Castrol India Ltd.
3.19%
Infosys Ltd.
3.08%
Wipro Ltd.
3.0%
Tata Consultancy Services Ltd.
2.93%
Havells India Ltd.
2.56%
Vinati Organics Ltd.
2.44%
Tata Consultancy Services Ltd.
5.92%
Hindustan Unilever Ltd.
4.0%
HCL Technologies Ltd.
3.62%
SRF Ltd.
3.33%
Bharat Petroleum Corporation Ltd.
3.03%
Ultratech Cement Ltd.
2.94%
Shree Cement Ltd.
2.76%
Cummins India Ltd.
2.49%
Alkem Laboratories Ltd.
2.28%
Tech Mahindra Ltd.
2.14%
About Fund
Fund Started Date 03-Jul-2024 04-Dec-2024 20-Dec-2024 01-Jan-2013
Fund Manager Swapnil P Mayekar, Rakesh Shetty, Dishant Mehta Jitendra Tolani Chirag Mehta Abhinav Sharma
Custodian Name Deutsche Bank Deutsche Bank Deutsche 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