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NAV History Comparison

Sector Allocation Comparison

Metric
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

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

UTI Mutual Fund

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

UTI Mutual Fund

Equity Mid Cap
WhiteOak Capital Mid Cap Fund Direct Growth

WhiteOak Capital Mutual Fund

Equity Mid Cap
Fund Details
NAV ₹ 1383.95 (21-Apr-2025) ₹ 305.85 (21-Apr-2025) ₹ 9.51 (21-Apr-2025) ₹ 17.95 (21-Apr-2025)
Fund Size 11332.71 10649.44 45.6 2744.56
Expense Ratio (%) 0.9 0.89 0.44 0.69
Risk Very High Very High Very High Very High
Min Investment (₹) 100 5000 1000 500
Min SIP (₹) 100 500 500 100
Exit Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. Exit load of 1% if redeemed less than 1 year Nil Exit load of 1%, if redeemed within 1 month.
Returns
1Y Return (%) 15.39 8.29 N/A 15.31
3Y Return (%) 22.59 15.29 N/A N/A
5Y Return (%) 30.85 28.77 N/A N/A
Top Holdings
Top 10 Holdings
Sundaram Liquid Direct-Growth
4.01%
Cummins India Ltd.
3.42%
The Federal Bank Ltd.
3.27%
Coromandel International Ltd.
3.06%
Kalyan Jewellers India Ltd.
2.48%
Lupin Ltd.
2.42%
Fortis Healthcare Ltd.
2.39%
Persistent Systems Ltd.
2.36%
Mahindra & Mahindra Financial Services Ltd.
2.15%
Marico Ltd.
2.07%
The Phoenix Mills Ltd.
2.43%
Solar Industries India Ltd.
2.36%
Coforge Ltd.
2.29%
Persistent Systems Ltd.
2.13%
Ajanta Pharma Ltd.
2.0%
Max Financial Services Ltd.
1.93%
Alkem Laboratories Ltd.
1.92%
Polycab India Ltd.
1.83%
Coromandel International Ltd.
1.82%
Indian Bank
1.81%
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%
Muthoot Finance Ltd.
3.81%
Persistent Systems Ltd.
3.45%
The Indian Hotels Company Ltd.
3.39%
Max Financial Services Ltd.
3.35%
Max Healthcare Institute Ltd.
3.24%
The Federal Bank Ltd.
3.08%
Bharti Hexacom Ltd.
2.77%
PB Fintech Ltd.
2.31%
Coforge Ltd.
2.25%
Hitachi Energy India Ltd.
2.25%
About Fund
Fund Started Date 02-Jan-2013 01-Jan-2013 28-Nov-2024 07-Sep-2022
Fund Manager Bharath S., Ratish Varier Ankit Agarwal Sharwan Kumar Goyal, Ayush Jain Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak
Custodian Name Standard Chartered Bank N/A N/A Deutsche 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

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