Compare Mutual Funds

Back to Screener

Select Funds to Compare

Add or remove up to 5 mutual funds to compare their performance and metrics.

NAV History Comparison

Sector Allocation Comparison

Metric
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata Mutual Fund

Equity Mid Cap
UTI Mid Cap Fund Direct Growth

UTI Mutual Fund

Equity Mid Cap 2/5
UTI Nifty Midcap 150 Quality 50 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 ₹ 16.93 (21-Apr-2025) ₹ 305.85 (21-Apr-2025) ₹ 13.28 (21-Apr-2025) ₹ 17.95 (21-Apr-2025)
Fund Size 752.7 10649.44 240.16 2744.56
Expense Ratio (%) 0.4 0.89 0.45 0.69
Risk Very High Very High Very High Very High
Min Investment (₹) 5000 5000 1000 500
Min SIP (₹) 150 500 500 100
Exit Load Exit load of 0.25%, if redeemed within 90 days Exit load of 1% if redeemed less than 1 year Nil Exit load of 1%, if redeemed within 1 month.
Returns
1Y Return (%) 5.93 8.29 9.8 15.31
3Y Return (%) N/A 15.29 10.77 N/A
5Y Return (%) N/A 28.77 N/A N/A
Top Holdings
Top 10 Holdings
BSE Ltd.
5.76%
The Indian Hotels Company Ltd.
5.19%
Max Healthcare Institute Ltd.
5.11%
Persistent Systems Ltd.
4.93%
Coforge Ltd.
4.89%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.32%
Dixon Technologies (India) Ltd.
4.18%
The Federal Bank Ltd.
3.6%
Fortis Healthcare Ltd.
3.47%
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%
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%
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 20-Oct-2022 01-Jan-2013 11-Apr-2022 07-Sep-2022
Fund Manager Kapil Menon, Rakesh Prajapati 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 Cams KFin Tech KFin Tech Cams
RTA Address 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, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email enq_h@camsonline.com mfshyderabad@karvy.com mfshyderabad@karvy.com enq_h@camsonline.com
RTA Website www.camsonline.com www.karvymfs.com www.karvymfs.com www.camsonline.com

You May Be Interested In