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NAV History Comparison

Sector Allocation Comparison

Metric
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
Taurus Mid Cap Fund Direct Growth

Taurus Mutual Fund

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

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 35.81 (21-Apr-2025) ₹ 18.76 (21-Apr-2025) ₹ 119.32 (21-Apr-2025) ₹ 9.51 (21-Apr-2025)
Fund Size 1986.88 227.72 114.44 45.6
Expense Ratio (%) 0.3 0.22 2.16 0.44
Risk Moderately High Very High Very High Very High
Min Investment (₹) 500 100 500 1000
Min SIP (₹) 500 100 500 500
Exit Load Exit load of 1%, if redeemed within 15 days. Nil Exit load of 1% if redeemed within 365 days. Nil
Returns
1Y Return (%) 10.0 9.69 1.2 N/A
3Y Return (%) 20.68 20.37 14.85 N/A
5Y Return (%) 32.79 N/A 24.95 N/A
Top Holdings
Top 10 Holdings
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%
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%
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%
About Fund
Fund Started Date 06-Sep-2019 11-Mar-2022 01-Jan-2013 28-Nov-2024
Fund Manager Rakesh Shetty Aditya Venkatesh Mulki, Ashutosh Shirwaikar Anuj Kapil, Hemanshu Srivastava Sharwan Kumar Goyal, Ayush Jain
Custodian Name Citibank NA HDFC Bank SBI SG Global Securities Services Pvt.Ltd. N/A
RTA Name KFin Tech Cams KFin Tech 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, 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 enq_h@camsonline.com mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.camsonline.com www.karvymfs.com www.karvymfs.com

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