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

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

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Tata Mid Cap 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 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)	₹34749 Cr	₹5043 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	0.48%	3.33%
1 Year	6.64%	15.86%
3 Year	22.01%	17.36%
5 Year	25.44%	18.36%

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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