Quant Mid Cap Fund vs Motilal Oswal Midcap 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) | ₹34780 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 | 4.4% | 0.63% |
6 Month | 17.99% | 8.13% |
1 Year | -1.08% | -14.24% |
3 Year | 26.04% | 15.46% |
5 Year | 33.89% | 27.71% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 6.82% | -1.56% |
1 Year | 11.17% | -3.09% |
3 Year | 26.59% | 10.96% |
5 Year | 28.66% | 17.71% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 17.59% | 12.16% |
3 Year | 19.99% | 11.85% |
5 Year | 14.42% | 10.64% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 17.40% | 17.376% |
Sharp | 1.11% | 0.838% |
Beta | 0.86% | 0.924% |
Alpha | 6.74% | 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 | 12.4 | 16.35 |
Mid Cap | 63.22 | 68.88 |
Large Cap | 24.39 | 14.76 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 2.61 | 15 |
Healthcare | 3.21 | 10.48 |
Technology | 37.96 | 6.52 |
Industrials | 20.24 | 14.88 |
Consumer Cyclical | 26.86 | 3.71 |
Communication Services | 3.34 | 10.53 |
Financial Services | 3.2 | 3.71 |
Real Estate | 2.58 | - |
Energy | - | 11.65 |
Consumer Defensive | - | 11.53 |
Utilities | - | 2.12 |
Basic Materials | - | 9.88 |
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