Tata Mid Cap Growth Fund Regular Plan vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24488 Cr | ₹4354 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 Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 2.15% | 2.64% |
6 Month | -8.84% | -7.28% |
1 Year | 14.09% | 2.57% |
3 Year | 26.71% | 18.67% |
5 Year | 35.6% | 26.63% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -5.19% | -0.44% |
1 Year | -10.03% | -10.32% |
3 Year | 26.05% | 18.08% |
5 Year | 29.56% | 20.08% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 18.45% | 17.53% |
3 Year | 18.47% | 16.61% |
5 Year | 13.83% | 17.03% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 18.728% | 13.05% |
Sharp | 1.047% | 0.63% |
Beta | 0.892% | 0.91% |
Alpha | 7.885% | -1.79% |
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Fund Managers
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Tata Mid Cap Growth 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 Growth Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 23.08 | 3.85 |
Mid Cap | 69.66 | 68.81 |
Large Cap | 7.25 | 8.29 |
Small Cap | - | 19.06 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 23.08 | 3.76 |
Healthcare | 5 | 14.6 |
Technology | 34.02 | 4.98 |
Consumer Cyclical | 16.09 | 11.64 |
Industrials | 11.09 | 21.45 |
Utilities | 2.06 | 2.79 |
Real Estate | 2.8 | 4.58 |
Communication Services | 3.44 | 3.12 |
Basic Materials | 2.32 | 9.65 |
Financial Services | 0.09 | 20.91 |
Energy | - | 1.34 |
Consumer Defensive | - | 1.2 |
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