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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
PGIM India Midcap Opportunities Fund Direct Growth

PGIM India Mutual Fund

Equity Mid Cap 3/5
Union Midcap Fund Direct Growth

Union Mutual Fund

Equity Mid Cap 2/5
UTI Nifty Midcap 150 Quality 50 Index Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 35.81 (21-Apr-2025) ₹ 69.5 (21-Apr-2025) ₹ 46.37 (21-Apr-2025) ₹ 13.28 (21-Apr-2025)
Fund Size 1986.88 10302.07 1312.88 240.16
Expense Ratio (%) 0.3 0.47 0.62 0.45
Risk Moderately High Very High Very High Very High
Min Investment (₹) 500 5000 1000 1000
Min SIP (₹) 500 1000 500 500
Exit Load Exit load of 1%, if redeemed within 15 days. Exit load of 0.5%, if redeemed within 90 days. Exit load of 1%, if redeemed within 15 days. Nil
Returns
1Y Return (%) 10.0 12.06 11.29 9.8
3Y Return (%) 20.68 14.13 18.17 10.77
5Y Return (%) 32.79 32.76 32.61 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.
3.75%
Solar Industries India Ltd.
3.37%
Dixon Technologies (India) Ltd.
2.96%
Persistent Systems Ltd.
2.78%
JK Cement Ltd.
2.62%
The Indian Hotels Company Ltd.
2.26%
Abbott India Ltd.
2.22%
Mankind Pharma Ltd.
2.17%
Max Financial Services Ltd.
2.14%
Varun Beverages Ltd.
2.13%
The Federal Bank Ltd.
3.94%
Voltas Ltd.
2.72%
Max Financial Services Ltd.
2.55%
Mphasis Ltd.
2.52%
Coromandel International Ltd.
2.45%
The Indian Hotels Company Ltd.
2.35%
Coforge Ltd.
2.34%
Dixon Technologies (India) Ltd.
2.23%
Fortis Healthcare Ltd.
2.1%
Bharti Hexacom Ltd.
2.09%
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%
About Fund
Fund Started Date 06-Sep-2019 02-Dec-2013 23-Mar-2020 11-Apr-2022
Fund Manager Rakesh Shetty Puneet Pal, Vinay Paharia, Vivek Sharma, Utsav Mehta Pratik Dharmshi, Gaurav Chopra Sharwan Kumar Goyal, Ayush Jain
Custodian Name Citibank NA Standard Chartered Bank SBI SG Global Securities Services Pvt.Ltd. N/A
RTA Name KFin Tech KFin Tech Cams 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, 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 mfshyderabad@karvy.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.karvymfs.com www.karvymfs.com www.camsonline.com www.karvymfs.com

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