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NAV History Comparison

Sector Allocation Comparison

Metric
PGIM India Midcap Opportunities Fund Direct Growth

PGIM India Mutual Fund

Equity Mid Cap 3/5
Quant Mid Cap Fund Direct Growth

Quant Mutual Fund

Equity Mid Cap 4/5
UTI Nifty Midcap 150 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 ₹ 69.5 (21-Apr-2025) ₹ 236.18 (21-Apr-2025) ₹ 9.51 (21-Apr-2025) ₹ 10.44 (21-Apr-2025)
Fund Size 10302.07 8355.95 45.6 40.15
Expense Ratio (%) 0.47 0.63 0.44 0.38
Risk Very High Very High Very High Very High
Min Investment (₹) 5000 5000 1000 1000
Min SIP (₹) 1000 1000 500 500
Exit Load Exit load of 0.5%, if redeemed within 90 days. Exit load of 0.50% if redeemed within 3 months. Nil Nil
Returns
1Y Return (%) 12.06 -1.85 N/A N/A
3Y Return (%) 14.13 19.57 N/A N/A
5Y Return (%) 32.76 36.42 N/A N/A
Top Holdings
Top 10 Holdings
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%
Reliance Industries Ltd.
9.95%
Aurobindo Pharma Ltd.
8.29%
IRB Infrastructure Developers Ltd.
6.91%
Container Corporation Of India Ltd.
6.77%
Marico Ltd.
6.24%
Tata Communications Ltd.
5.74%
Lloyds Metals & Energy Ltd.
5.66%
ITC Ltd.
4.8%
Linde India Ltd.
3.59%
Bharat Forge Ltd.
3.34%
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%
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 02-Dec-2013 07-Jan-2013 28-Nov-2024 13-Feb-2025
Fund Manager Puneet Pal, Vinay Paharia, Vivek Sharma, Utsav Mehta Sameer Kate, Yug Tibrewal Sharwan Kumar Goyal, Ayush Jain Sharwan Kumar Goyal, Ayush Jain
Custodian Name Standard Chartered Bank HDFC Bank 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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