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)	₹37501 Cr	₹5283 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	-0.84%	0.34%
6 Month	2.1%	6.27%
1 Year	-8.17%	1.74%
3 Year	24.62%	20.46%
5 Year	29.28%	21.34%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
6 Month	-0.33%	3.37%
1 Year	7.08%	17.06%
3 Year	20.54%	16.81%
5 Year	24.52%	18.08%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
1 Year	16.72%	15.85%
3 Year	20.79%	17.59%
5 Year	14.82%	17.48%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
Standard Deviation	17.71%	14.55%
Sharp	1.03%	0.96%
Beta	0.91%	0.90%
Alpha	3.59%	-0.37%

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	22.09	4.61
Mid Cap	57.68	69.06
Large Cap	20.22	10.99
Small Cap	-	15.34

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Tata Mid Cap Fund Regular Plan- Growth Option
Others	12.78	4.61
Healthcare	1.61	-
Industrials	12.61	-
Technology	40.62	-
Consumer Cyclical	22.89	-
Communication Services	3.47	-
Financial Services	3.46	-
Real Estate	2.56	-
Industrial Products	-	6.8
Cement & Cement Products	-	4
Healthcare Services	-	3.08
Chemicals & Petrochemicals	-	2.9
IT - Software	-	4.87
Realty	-	3.28
Petroleum Products	-	1.62
Pharmaceuticals & Biotechnology	-	11.62
Telecom - Services	-	3.27
Finance	-	5.72
Electrical Equipment	-	2.23
Banks	-	8.2
Insurance	-	4.46
Agricultural Food & other Products	-	3.15
Construction	-	0.84
Gas	-	1.44
Agricultural, Commercial & Construction Vehicles	-	1.07
Consumer Durables	-	3.29
Aerospace & Defense	-	1.29
Auto Components	-	7.18
Leisure Services	-	2.79
Diversified	-	0.59
Fertilizers & Agrochemicals	-	4.01
Transport Infrastructure	-	2.91
Ferrous Metals	-	1.01
Textiles & Apparels	-	1.75
Transport Services	-	0.69
Power	-	0.5
Commercial Services & Supplies	-	0.83