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) ₹12583 Cr ₹4194 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 02 Feb 2014 01 Jul 1994
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 1.69 0.75
Manager Rakesh Shetty Satish Chandra Mishra
ISIN Code INF247L01411 INF277K01626
Exits Load Exit load of 1% if redeemed within 1 year./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./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 3.24% 5.5%
6 Month 34.13% 23.85%
1 Year 69.98% 44.18%
3 Year 38.51% 23.53%
5 Year 34.26% 28.81%

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 25.36% 23.48%
3 Year 68.32% 56.14%
5 Year 137.54% 106.77%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year 33.77% 28.77%
3 Year 102.56% 75.24%
5 Year 158.43% 115%

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% 1.34%
Beta 0.83% 0.83%
Alpha 11.3% 1.18%

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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

Large Cap 22.37 9.14
Mid Cap 65.19 64.87
Others 10.12 5.23
Small Cap 2.31 20.76

Sector Allocation

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Financial 11.61 16.7
Communication 10.65 2.68
Services 8.85 8.18
Automobile 11.86 5.98
Consumer Discretionary 11.42 2.05
Technology 13.79 2.71
Construction 8.26 8.64
Capital Goods 7.41 15.46
Healthcare 6.12 11.33
Chemicals 3.17 4.33
Others 3.09 2.96
Energy 3.76 2.81
Consumer Staples - 2.43
Materials - 5.75
Metals & Mining - 5.22
Textiles - 1.9
Diversified - 0.87

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