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Compare Tata Midcap Growth 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 | 1.86 | 1.59 |
NAV | ₹424.28 | ₹110.36 |
Fund Started | 15 Jun 1994 | 03 Feb 2014 |
Fund Size | ₹4494.44 Cr | ₹22897.62 Cr |
Exit Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. | 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
1.86
1.59
NAV
₹424.28
₹110.36
Fund Started
15 Jun 1994
03 Feb 2014
Fund Size
₹4494.44 Cr
₹22897.62 Cr
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 23.42% | 53.74% |
3 Year | 20.84% | 35.23% |
5 Year | 24.84% | 33.06% |
1 Year
23.42%
53.74%
3 Year
20.84%
35.23%
5 Year
24.84%
33.06%
Holding Analysis
Equity | 96.30% | 99.39% |
Cash | 3.70% | 0.61% |
Equity
96.30%
99.39%
Cash
3.70%
0.61%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.28% |
Alkem Laboratories Ltd. | 3.14% |
Muthoot Finance Ltd. | 2.99% |
Cummins India Ltd. | 2.87% |
Aurobindo Pharma Ltd. | 2.81% |
UNO Minda Ltd. | 2.34% |
Mphasis Ltd. | 2.32% |
Jubilant FoodWorks Ltd. | 2.29% |
Lupin Ltd. | 2.28% |
PI Industries Ltd. | 2.26% |
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 | Abhinav Sharma | Ajay Khandelwal |
Start Date | 01 Nov 2019 | 16 Dec 2021 |
Name
Abhinav Sharma
Ajay Khandelwal
Start Date
01 Nov 2019
16 Dec 2021
About Fund
Description | The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks. | 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 | 15 Jun 1994 | 03 Feb 2014 |
Description
The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.
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
15 Jun 1994
03 Feb 2014
