Mirae Asset Midcap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹33609 Cr | ₹17031 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 24 Feb 2014 | 29 Jul 2019 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 120% | 34% |
Expense Ratio | 1.58 | 1.67 |
Manager | Rakesh Shetty | Ankit Jain |
ISIN Code | INF247L01411 | INF769K01EY2 |
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 | Mirae Asset Midcap 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 | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Month | -0.19% | -1.91% |
6 Month | 11.87% | 19.86% |
1 Year | 3.2% | 0.8% |
3 Year | 27.75% | 18.45% |
5 Year | 33.63% | 26.15% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | 5.74% | 6.67% |
1 Year | 3.05% | 9.86% |
3 Year | 25.48% | 17.53% |
5 Year | 28.35% | 19.01% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Year | 17.59% | 23.67% |
3 Year | 19.99% | 24.09% |
5 Year | 14.42% | 28.69% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 17.44% | 15.80% |
Sharp | 1.21% | 0.81% |
Beta | 0.86% | 0.95% |
Alpha | 6.06% | -3.82% |
Fund Managers
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Name | Rakesh Shetty | Ankit Jain |
Total AUM | ₹33886 Cr | ₹47966 Cr |
Funds Managed | 19 | 4 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 27.32 | 3.07 |
Mid Cap | 59.26 | 68.95 |
Large Cap | 13.42 | 9.14 |
Small Cap | - | 18.84 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 17.96 | 2.05 |
Healthcare | 3.7 | 12.35 |
Technology | 34.22 | 7.7 |
Industrials | 18.95 | 16.82 |
Real Estate | 2.03 | 3.29 |
Consumer Cyclical | 16.7 | 16.62 |
Communication Services | 3.85 | 3.91 |
Financial Services | 2.6 | 21.31 |
Basic Materials | - | 9.15 |
Energy | - | 1.13 |
Utilities | - | 3.27 |
Consumer Defensive | - | 2.38 |
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