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Motilal Oswal Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 6.72% 3.59%
6 Month -5.25% -0.57%
1 Year 17.15% 1.55%
3 Year 31.99% 22.87%
5 Year 38.32% 29.05%

SIP Return Analysis

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month 3.01% 4.43%
1 Year 1.11% -2.4%
3 Year 29.45% 19.56%
5 Year 31.17% 20.61%

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% 0.78%
Beta 0.892% 0.91%
Alpha 7.885% -1.76%

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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 7.34
Mid Cap 69.66 67.05
Large Cap 7.25 8.42
Small Cap - 17.19

Sector Allocation

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Tata Mid Cap Growth Fund Regular Plan- Growth Option

Others 23.08 7.34
Healthcare 5 -
Technology 34.02 -
Consumer Cyclical 16.09 -
Industrials 11.09 -
Utilities 2.06 -
Real Estate 2.8 -
Communication Services 3.44 -
Basic Materials 2.32 -
Financial Services 0.09 -
Fertilizers & Agrochemicals - 3.25
Industrial Products - 6.41
Cement & Cement Products - 3.63
Healthcare Services - 1.77
Chemicals & Petrochemicals - 1.9
Pharmaceuticals & Biotechnology - 12.9
Banks - 6.61
Realty - 4.46
Petroleum Products - 1.5
Finance - 6.47
Telecom - Services - 3.14
Electrical Equipment - 2.37
Insurance - 5.92
Construction - 2.03
Gas - 2.11
Agricultural, Commercial & Construction Vehicles - 1.11
Consumer Durables - 2.67
IT - Software - 4.45
Aerospace & Defense - 1.11
Auto Components - 5.71
Leisure Services - 3.68
Diversified - 0.67
Agricultural Food & other Products - 1.13
Transport Infrastructure - 3.43
Textiles & Apparels - 1.99
Transport Services - 0.45
Power - 0.69
Commercial Services & Supplies - 1.1

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