Asset classes
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 | 1.63 |
NAV | ₹24.95 | ₹109.15 |
Fund Started | 04 Feb 2021 | 03 Feb 2014 |
Fund Size | ₹1638.00 Cr | ₹18604.02 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
1.63
NAV
₹24.95
₹109.15
Fund Started
04 Feb 2021
03 Feb 2014
Fund Size
₹1638.00 Cr
₹18604.02 Cr
Exit Load
-
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 45.06% | 71.59% |
3 Year | 21.80% | 34.83% |
5 Year | - | 34.24% |
1 Year
45.06%
71.59%
3 Year
21.80%
34.83%
5 Year
-
34.24%
Holding Analysis
Equity | 108.83% | 80.98% |
Cash | -0.10% | 3.89% |
Equity
108.83%
80.98%
Cash
-0.10%
3.89%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Suzlon Energy Ltd. | 2.68% |
Max Healthcare Institute Ltd. | 2.07% |
The Indian Hotels Company Ltd. | 1.70% |
Persistent Systems Ltd. | 1.64% |
Lupin Ltd. | 1.49% |
Dixon Technologies (India) Ltd. | 1.48% |
Cummins India Ltd. | 1.46% |
PB Fintech Ltd. | 1.45% |
Colgate-Palmolive (India) Ltd. | 1.43% |
BSE Ltd. | 1.41% |
Name | Assets |
|---|---|
Kalyan Jewellers India Ltd. | 9.97% |
Polycab India Ltd. | 9.53% |
JIO Financial Services Ltd. | 8.81% |
Coforge Ltd. | 8.49% |
Persistent Systems Ltd. | 7.91% |
Tube Investments Of India Ltd. | 5.75% |
Voltas Ltd. | 4.96% |
Balkrishna Industries Ltd. | 3.85% |
Zomato Ltd. | 3.67% |
Max Healthcare Institute Ltd. | 2.90% |
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
