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) | ₹38003 Cr | ₹18112 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| 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 | -3.28% | -1.08% |
| 6 Month | 0.93% | 8.21% |
| 1 Year | -11.63% | 6.05% |
| 3 Year | 24.49% | 19.86% |
| 5 Year | 28.33% | 22.24% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -3.65% | 1.48% |
| 1 Year | 1.66% | 19.02% |
| 3 Year | 18.52% | 17.6% |
| 5 Year | 23.61% | 18.28% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 16.65% | 20.97% |
| 3 Year | 20.83% | 23.52% |
| 5 Year | 14.84% | 26.76% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 17.71% | 15.81% |
| Sharp | 1.03% | 0.84% |
| Beta | 0.91% | 0.98% |
| Alpha | 3.59% | -2.48% |
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 | 17.44 | 5.22 |
| Mid Cap | 61.87 | 63.99 |
| Large Cap | 20.69 | 12.11 |
| Small Cap | - | 18.67 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
|---|---|---|
| Others | 7.52 | 1.89 |
| Healthcare | 1.61 | 12.41 |
| Financial Services | 11.71 | 24.18 |
| Technology | 37.64 | 7.44 |
| Consumer Cyclical | 18.46 | 17.19 |
| Communication Services | 8.74 | 3.99 |
| Industrials | 11.9 | 14.2 |
| Real Estate | 2.43 | 3.68 |
| Basic Materials | - | 8.35 |
| Energy | - | 1.24 |
| Utilities | - | 3.22 |
| Consumer Defensive | - | 2.19 |
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