Tata Mid Cap Growth Fund Regular Plan vs Motilal Oswal Midcap Fund compare

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Tata Mid Cap Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹30401 Cr	₹4701 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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
1 Month	4.95%	5.02%
6 Month	-7.22%	2.55%
1 Year	9.52%	0.41%
3 Year	35.28%	26.11%
5 Year	36.85%	27.59%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	10.63%	11.32%
1 Year	7.95%	9.23%
3 Year	30.14%	21.76%
5 Year	31.36%	21.72%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	18.18%	16.93%
3 Year	19.42%	16.85%
5 Year	14.18%	17.17%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	18.20%	13.05%
Sharp	1.26%	0.98%
Beta	0.86%	0.9%
Alpha	7.09%	-2.33%

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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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
Others	23.08	8.64
Mid Cap	69.66	67.35
Large Cap	7.25	8.34
Small Cap	-	15.67

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
Others	23.08	8.64
Healthcare	5	-
Technology	34.02	-
Consumer Cyclical	16.09	-
Industrials	11.09	-
Utilities	2.06	-
Real Estate	2.8	-
Communication Services	3.44	-
Basic Materials	2.32	-
Financial Services	0.09	-
Fertilizers & Agrochemicals	-	3.31
Industrial Products	-	5.81
Cement & Cement Products	-	4.33
Healthcare Services	-	2.94
Chemicals & Petrochemicals	-	1.86
Pharmaceuticals & Biotechnology	-	12.48
Realty	-	4.4
Petroleum Products	-	1.51
Finance	-	5.39
Telecom - Services	-	3.55
Electrical Equipment	-	2.16
Banks	-	5.9
Insurance	-	6.27
Construction	-	0.88
Gas	-	1.92
Agricultural, Commercial & Construction Vehicles	-	1.18
Consumer Durables	-	2.3
IT - Software	-	4.39
Aerospace & Defense	-	1.12
Auto Components	-	5.56
Leisure Services	-	3.78
Diversified	-	0.67
Agricultural Food & other Products	-	1.14
Transport Infrastructure	-	3.17
Ferrous Metals	-	0.99
Textiles & Apparels	-	2.07
Transport Services	-	0.5
Power	-	0.68
Commercial Services & Supplies	-	1.1