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Tata Mid Cap Growth Fund Regular Plan vs Motilal Oswal Midcap Fund 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) | ₹33609 Cr | ₹4984 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 | 0.55% | -1.71% |
| 6 Month | 11.83% | 14.63% |
| 1 Year | 3.9% | -1.54% |
| 3 Year | 28.07% | 20.53% |
| 5 Year | 33.63% | 24.9% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 5.74% | 4.12% |
| 1 Year | 3.05% | 4.1% |
| 3 Year | 25.48% | 17.43% |
| 5 Year | 28.35% | 18.82% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 17.59% | 16.58% |
| 3 Year | 19.99% | 17.11% |
| 5 Year | 14.42% | 17.28% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 17.44% | 13.05% |
| Sharp | 1.21% | 1.05% |
| Beta | 0.86% | 0.9% |
| Alpha | 6.06% | -1.2% |
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 | 27.32 | 5.6 |
| Mid Cap | 59.26 | 69.81 |
| Large Cap | 13.42 | 8.59 |
| Small Cap | - | 15.99 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Tata Mid Cap Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 17.96 | 5.6 |
| Healthcare | 3.7 | 14.69 |
| Technology | 34.22 | 4.09 |
| Industrials | 18.95 | 19.74 |
| Real Estate | 2.03 | 3.98 |
| Consumer Cyclical | 16.7 | 13.37 |
| Communication Services | 3.85 | 3.26 |
| Financial Services | 2.6 | 16.26 |
| Basic Materials | - | 13.11 |
| Energy | - | 1.51 |
| Utilities | - | 2 |
| Consumer Defensive | - | 2.39 |
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