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Motilal Oswal Midcap Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Tata Mid Cap Fund Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹37501 Cr | ₹5283 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 Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.15% | 4.05% |
| 6 Month | 4.23% | 9.87% |
| 1 Year | 0.79% | 7.24% |
| 3 Year | 26.35% | 21.44% |
| 5 Year | 31.32% | 23.3% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -0.2% | 3.49% |
| 1 Year | 6.93% | 17.7% |
| 3 Year | 21.86% | 18.01% |
| 5 Year | 25.49% | 18.73% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 16.93% | 16.03% |
| 3 Year | 20.71% | 17.48% |
| 5 Year | 14.75% | 17.45% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 17.71% | 13.05% |
| Sharp | 1.02% | 1.01% |
| Beta | 0.91% | 0.9% |
| Alpha | 3.53% | -0.72% |
Fund Managers
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap 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 Fund Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 22.09 | 5.89 |
| Mid Cap | 57.68 | 70.5 |
| Large Cap | 20.22 | 8.73 |
| Small Cap | - | 14.88 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 12.78 | 4.66 |
| Healthcare | 1.61 | 14.95 |
| Industrials | 12.61 | 19.77 |
| Technology | 40.62 | 4.69 |
| Consumer Cyclical | 22.89 | 13.75 |
| Communication Services | 3.47 | 3.11 |
| Financial Services | 3.46 | 16.6 |
| Real Estate | 2.56 | 3.8 |
| Basic Materials | - | 11.95 |
| Energy | - | 1.58 |
| Consumer Defensive | - | 3.17 |
| Utilities | - | 1.97 |
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