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Compare Nippon India Nifty Midcap 150 Index Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 0.8 | 1.59 |
NAV | ₹23.79 | ₹110.36 |
Fund Started | 04 Feb 2021 | 03 Feb 2014 |
Fund Size | ₹1635.99 Cr | ₹22897.62 Cr |
Exit Load | - | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
0.8
1.59
NAV
₹23.79
₹110.36
Fund Started
04 Feb 2021
03 Feb 2014
Fund Size
₹1635.99 Cr
₹22897.62 Cr
Exit Load
-
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 25.44% | 53.74% |
3 Year | 22.92% | 35.23% |
5 Year | - | 33.06% |
1 Year
25.44%
53.74%
3 Year
22.92%
35.23%
5 Year
-
33.06%
Holding Analysis
Equity | 99.84% | 99.39% |
Cash | 0.16% | 0.61% |
Equity
99.84%
99.39%
Cash
0.16%
0.61%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Suzlon Energy Ltd. | 2.24% |
Max Healthcare Institute Ltd. | 2.18% |
The Indian Hotels Company Ltd. | 2.09% |
BSE Ltd. | 1.90% |
Persistent Systems Ltd. | 1.88% |
PB Fintech Ltd. | 1.80% |
Dixon Technologies (India) Ltd. | 1.79% |
Coforge Ltd. | 1.73% |
The Federal Bank Ltd. | 1.55% |
Lupin Ltd. | 1.48% |
Name | Assets |
|---|---|
Polycab India Ltd. | 9.96% |
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.65% |
Zomato Ltd. | 9.47% |
Persistent Systems Ltd. | 7.74% |
Mahindra & Mahindra Ltd. | 6.15% |
JIO Financial Services Ltd. | 6.09% |
Trent Ltd. | 5.19% |
Bajaj Auto Ltd. | 4.44% |
Voltas Ltd. | 3.62% |
Fund Manager
Name | Mehul Dama | Ajay Khandelwal |
Start Date | 01 Aug 2022 | 16 Dec 2021 |
Name
Mehul Dama
Ajay Khandelwal
Start Date
01 Aug 2022
16 Dec 2021
About Fund
Description | The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap 150 Index before expenses, subject to tracking errors. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 04 Feb 2021 | 03 Feb 2014 |
Description
The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap 150 Index before expenses, subject to tracking errors.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
04 Feb 2021
03 Feb 2014
