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Compare Quant Mid Cap 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 | 5.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 1.73 | 1.59 |
NAV | ₹217.27 | ₹113.73 |
Fund Started | 12 Feb 2001 | 03 Feb 2014 |
Fund Size | ₹8941.21 Cr | ₹22897.62 Cr |
Exit Load | Exit load of 0.50% if redeemed within 3 months. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
5.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.73
1.59
NAV
₹217.27
₹113.73
Fund Started
12 Feb 2001
03 Feb 2014
Fund Size
₹8941.21 Cr
₹22897.62 Cr
Exit Load
Exit load of 0.50% if redeemed within 3 months.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 20.88% | 59.69% |
3 Year | 23.85% | 36.84% |
5 Year | 32.16% | 33.84% |
1 Year
20.88%
59.69%
3 Year
23.85%
36.84%
5 Year
32.16%
33.84%
Holding Analysis
Equity | 91.91% | 99.39% |
Cash | 5.06% | 0.61% |
Equity
91.91%
99.39%
Cash
5.06%
0.61%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.43% |
Aurobindo Pharma Ltd. | 8.43% |
Container Corporation Of India Ltd. | 7.58% |
IRB Infrastructure Developers Ltd. | 7.37% |
Tata Communications Ltd. | 5.97% |
Steel Authority Of India Ltd. | 5.88% |
Marico Ltd. | 5.78% |
ITC Ltd. | 5.22% |
Lloyds Metals & Energy Ltd. | 4.05% |
Linde India Ltd. | 3.71% |
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 | Ankit A Pande | Ajay Khandelwal |
Start Date | 22 Aug 2023 | 16 Dec 2021 |
Name
Ankit A Pande
Ajay Khandelwal
Start Date
22 Aug 2023
16 Dec 2021
About Fund
Description | The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. | 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 | 12 Feb 2001 | 03 Feb 2014 |
Description
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
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
12 Feb 2001
03 Feb 2014
