Motilal Oswal Midcap Fund vs Quant Mid Cap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹34749 Cr | ₹8608 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 24 Feb 2014 | 21 Mar 2001 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 120% | % |
| Expense Ratio | 1.58 | 1.75 |
| Manager | Rakesh Shetty | Sanjeev Sharma |
| ISIN Code | INF247L01411 | INF966L01176 |
| 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 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 4.06% | 4.18% |
| 6 Month | 9.95% | 1.49% |
| 1 Year | 1.03% | -5.9% |
| 3 Year | 25.69% | 16.98% |
| 5 Year | 32.77% | 27.51% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -2% | -2.77% |
| 1 Year | 0.23% | -3.6% |
| 3 Year | 20.41% | 7.92% |
| 5 Year | 24.75% | 15.33% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 17.24% | 12.08% |
| 3 Year | 20.42% | 11.93% |
| 5 Year | 14.63% | 10.71% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 17.71% | 17.376% |
| Sharp | 1.02% | 0.838% |
| Beta | 0.91% | 0.924% |
| Alpha | 3.53% | 0.658% |
Fund Managers
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| Name | Rakesh Shetty | Sanjeev Sharma |
| Total AUM | ₹33886 Cr | ₹39731 Cr |
| Funds Managed | 19 | 22 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 18.03 | 22.84 |
| Mid Cap | 59.27 | 61.87 |
| Large Cap | 22.7 | 15.28 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 8.99 | 20.84 |
| Healthcare | 1.69 | 11.07 |
| Technology | 39.79 | 6.91 |
| Industrials | 16.82 | 16.36 |
| Consumer Cyclical | 23.94 | 0.44 |
| Communication Services | 3.22 | 10.5 |
| Financial Services | 3.15 | 7.99 |
| Real Estate | 2.39 | - |
| Energy | - | 9.91 |
| Consumer Defensive | - | 4.71 |
| Utilities | - | 2.2 |
| Basic Materials | - | 9.06 |
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