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) | ₹30401 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 | 2.55% | 1.05% |
6 Month | -6.55% | 0.88% |
1 Year | 6.81% | -11.36% |
3 Year | 32.73% | 24.07% |
5 Year | 35.85% | 31.7% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 10.14% | 8.84% |
1 Year | 8.12% | 4.01% |
3 Year | 29.14% | 17.67% |
5 Year | 30.78% | 22.74% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 18.18% | 12.31% |
3 Year | 19.42% | 11.76% |
5 Year | 14.18% | 10.55% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 17.92% | 17.376% |
Sharp | 1.43% | 0.838% |
Beta | 0.87% | 0.924% |
Alpha | 6.76% | 0.658% |
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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 | 25.19 | 19.14 |
Mid Cap | 65.75 | 62.06 |
Large Cap | 9.05 | 18.8 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 25.19 | 19.14 |
Healthcare | 4.44 | 8 |
Technology | 29.87 | 0.69 |
Consumer Cyclical | 16.01 | 5.49 |
Industrials | 15.27 | 16.55 |
Utilities | 0.24 | 2.03 |
Real Estate | 2.81 | - |
Communication Services | 4.06 | 9.25 |
Basic Materials | 2 | 9.64 |
Financial Services | 0.09 | 4.65 |
Energy | - | 12.99 |
Consumer Defensive | - | 11.56 |
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