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Tata Mid Cap Growth Fund Regular Plan vs Motilal Oswal Midcap Fund 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 | 4.46% | 7.94% |
| 6 Month | -13.88% | -15.4% |
| 1 Year | 16.94% | 6.76% |
| 3 Year | 28.27% | 18.02% |
| 5 Year | 36.62% | 29.25% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -8.8% | -4.35% |
| 1 Year | -9.53% | -12.63% |
| 3 Year | 26.71% | 17.88% |
| 5 Year | 30.51% | 20.5% |
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% |
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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 |
| 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 |
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