Tata Mid Cap Growth Fund Regular Plan vs Motilal Oswal Midcap Fund compare

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹20056 Cr ₹4444 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 1.62 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 7.79% 1.58%
6 Month 20.56% -1.68%
1 Year 54.39% 22.79%
3 Year 35.41% 20.75%
5 Year 32.96% 24.66%

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 52.15% 13.14%
3 Year 45.56% 26.97%
5 Year 41.09% 26.57%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 17.56% 17.42%
3 Year 17.47% 16.1%
5 Year 13.2% 16.97%

Risk Management

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation 13.31% 13.05%
Sharp 1.86% 1%
Beta 0.83% 0.87%
Alpha 11.3% -0.09%

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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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