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) | ₹38003 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 | -3.28% | -2.11% |
| 6 Month | 0.93% | -1.2% |
| 1 Year | -11.63% | -5.11% |
| 3 Year | 24.49% | 14.25% |
| 5 Year | 28.33% | 22.16% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -3.65% | -1.62% |
| 1 Year | 1.66% | -1.44% |
| 3 Year | 18.52% | 8.07% |
| 5 Year | 23.61% | 14.99% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 16.65% | 11.49% |
| 3 Year | 20.83% | 12.57% |
| 5 Year | 14.84% | 11.03% |
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 | 3.59% | 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 | 17.44 | 29.22 |
| Mid Cap | 61.87 | 59.32 |
| Large Cap | 20.69 | 11.45 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 7.52 | 26.79 |
| Healthcare | 1.61 | 11.2 |
| Financial Services | 11.71 | 6.18 |
| Technology | 37.64 | 6.93 |
| Consumer Cyclical | 18.46 | 0 |
| Communication Services | 8.74 | 8.62 |
| Industrials | 11.9 | 17.5 |
| Real Estate | 2.43 | 0.88 |
| Energy | - | 5.79 |
| Consumer Defensive | - | 5.14 |
| Utilities | - | 2.18 |
| Basic Materials | - | 8.78 |
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