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) | ₹34749 Cr | ₹17194 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 | -1.47% | -0.21% |
6 Month | 15.21% | 17.82% |
1 Year | -2.92% | 3.05% |
3 Year | 26.84% | 20.67% |
5 Year | 33.62% | 26.72% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
6 Month | 2.22% | 3.93% |
1 Year | 9.45% | 20.63% |
3 Year | 24.64% | 18.95% |
5 Year | 27.36% | 19.3% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
1 Year | 17.24% | 22.65% |
3 Year | 20.42% | 23.86% |
5 Year | 14.63% | 28.15% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 17.60% | 15.70% |
Sharp | 0.95% | 0.80% |
Beta | 0.89% | 0.95% |
Alpha | 2.81% | -2.32% |
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 | 18.03 | 2.31 |
Mid Cap | 59.27 | 66.53 |
Large Cap | 22.7 | 12.08 |
Small Cap | - | 19.08 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
---|---|---|
Others | 8.99 | 1.19 |
Healthcare | 1.69 | 11.03 |
Technology | 39.79 | 6.61 |
Industrials | 16.82 | 17.03 |
Consumer Cyclical | 23.94 | 17.83 |
Communication Services | 3.22 | 4.06 |
Financial Services | 3.15 | 22.03 |
Real Estate | 2.39 | 4.07 |
Basic Materials | - | 8.06 |
Energy | - | 2.23 |
Utilities | - | 3.54 |
Consumer Defensive | - | 2.31 |
Top Comparisons
HDFC Multi-Asset Fund - Growth Option
3Y Returns15.85%
Quant Multi Asset Allocation Fund-Growth
3Y Returns21.32%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns18.46%
Quant Flexi Cap Fund-Growth
3Y Returns17.38%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns16.79%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns35.3%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns35.53%