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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 | 2.11% | 5.8% |
| 6 Month | -15.73% | -11.28% |
| 1 Year | 13.61% | 3.99% |
| 3 Year | 24.46% | 16.83% |
| 5 Year | 35.05% | 27.13% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -9.14% | -2.7% |
| 1 Year | -14.46% | -12.31% |
| 3 Year | 24.32% | 17.27% |
| 5 Year | 28.81% | 19.76% |
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% | -1.79% |
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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 | 3.85 |
| Mid Cap | 69.66 | 68.81 |
| Large Cap | 7.25 | 8.29 |
| Small Cap | - | 19.06 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 23.08 | 3.76 |
| Healthcare | 5 | 14.6 |
| Technology | 34.02 | 4.98 |
| Consumer Cyclical | 16.09 | 11.64 |
| Industrials | 11.09 | 21.45 |
| Utilities | 2.06 | 2.79 |
| Real Estate | 2.8 | 4.58 |
| Communication Services | 3.44 | 3.12 |
| Basic Materials | 2.32 | 9.65 |
| Financial Services | 0.09 | 20.91 |
| Energy | - | 1.34 |
| Consumer Defensive | - | 1.2 |
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