Motilal Oswal Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹24488 Cr | ₹4354 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 24 Feb 2014 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 120% | 69.98% |
Expense Ratio | 1.58 | 1.87 |
Manager | Rakesh Shetty | Satish Chandra Mishra |
ISIN Code | INF247L01411 | INF277K01626 |
Exits Load | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | -5.18% | -6.88% |
6 Month | -8.14% | -15.16% |
1 Year | 21.15% | 4.3% |
3 Year | 27.85% | 17.45% |
5 Year | 25.92% | 19.54% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -1.73% | -14.96% |
3 Year | 28.38% | 16.18% |
5 Year | 31.68% | 20.11% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 18.45% | 17.53% |
3 Year | 18.47% | 16.61% |
5 Year | 13.83% | 17.03% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 18.301% | 13.05% |
Sharp | 1.126% | 0.78% |
Beta | 0.915% | 0.88% |
Alpha | 6.797% | -0.96% |
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Fund Managers
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Name | Rakesh Shetty | Satish Chandra Mishra |
Total AUM | ₹33886 Cr | ₹13117 Cr |
Fund Manage | 19 | 5 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 2.4 | 4.64 |
Mid Cap | 71.9 | 69.24 |
Large Cap | 23.85 | 7.57 |
Small Cap | 1.86 | 18.55 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 2.4 | 4.64 |
Healthcare Services | 3.81 | - |
Electrical Equipment | 2.63 | 3.57 |
IT - Software | 20.67 | 5.23 |
Automobiles | 11.89 | - |
Capital Markets | 1.78 | - |
Realty | 2.4 | 4.9 |
Consumer Durables | 15.71 | 2.78 |
Chemicals & Petrochemicals | 3.46 | 1.69 |
Telecom - Services | 0.59 | 2.97 |
Pharmaceuticals & Biotechnology | 1.39 | 13.12 |
Industrial Products | 9.29 | 8.24 |
Finance | 8.04 | 7.33 |
Retailing | 3.92 | - |
Auto Components | 9.57 | 5.5 |
Financial Technology (Fintech) | 2.46 | - |
Cement & Cement Products | - | 3.4 |
Banks | - | 5.51 |
Petroleum Products | - | 1.35 |
Personal Products | - | 1.73 |
Insurance | - | 5.26 |
Construction | - | 3.05 |
Agricultural, Commercial & Construction Vehicles | - | 1.39 |
Aerospace & Defense | - | 1.03 |
Oil | - | 0.44 |
Leisure Services | - | 2.87 |
Diversified | - | 0.81 |
Fertilizers & Agrochemicals | - | 3.53 |
Agricultural Food & other Products | - | 1.09 |
Transport Infrastructure | - | 3.75 |
Textiles & Apparels | - | 1.98 |
Transport Services | - | 0.69 |
Power | - | 0.82 |
Commercial Services & Supplies | - | 1.33 |
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