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 | Very High |
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 | 4.17% | 7.81% |
6 Month | -14.79% | -14.79% |
1 Year | 16.95% | 6.77% |
3 Year | 27.27% | 17.35% |
5 Year | 36.91% | 29.26% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -11.8% | -7.17% |
1 Year | -10.59% | -15.06% |
3 Year | 26.64% | 17.29% |
5 Year | 30.41% | 20.16% |
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 | 18.728% | 13.05% |
Sharp | 1.047% | 0.63% |
Beta | 0.892% | 0.91% |
Alpha | 7.885% | -2.03% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 23.08 | 2.98 |
Mid Cap | 69.66 | 68.49 |
Large Cap | 7.25 | 8.23 |
Small Cap | - | 20.31 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 23.08 | 2.92 |
Healthcare | 5 | 14.75 |
Technology | 34.02 | 5.68 |
Consumer Cyclical | 16.09 | 11.73 |
Industrials | 11.09 | 22.52 |
Utilities | 2.06 | 1.87 |
Real Estate | 2.8 | 4.84 |
Communication Services | 3.44 | 2.98 |
Basic Materials | 2.32 | 9.49 |
Financial Services | 0.09 | 20.39 |
Energy | - | 1.69 |
Consumer Defensive | - | 1.13 |
Top Comparisons
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
3Y Returns15.77%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.95%
Invesco India Corporate Bond Fund - Growth
3Y Returns6.35%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns5.9%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns5.55%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns5.8%
ICICI Prudential Constant Maturity Gilt Fund - Growth
3Y Returns7.17%
BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth
3Y Returns7.18%