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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 | 1.88 | 1.57 |
NAV | ₹403.85 | ₹93.78 |
Fund Started | 15 Jun 1994 | 03 Feb 2014 |
Fund Size | ₹4333.24 Cr | ₹26028.34 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 365 days.
|
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.88
1.57
NAV
₹403.85
₹93.78
Fund Started
15 Jun 1994
03 Feb 2014
Fund Size
₹4333.24 Cr
₹26028.34 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 365 days.
Returns
1 Year | 5.35% | 14.36% |
3 Year | 18.62% | 26.61% |
5 Year | 28.48% | 37.48% |
1 Year
5.35%
14.36%
3 Year
18.62%
26.61%
5 Year
28.48%
37.48%
Holding Analysis
Equity | 92.66% | 68.04% |
Cash | 7.34% | 13.51% |
Equity
92.66%
68.04%
Cash
7.34%
13.51%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.44% |
Alkem Laboratories Ltd. | 3.04% |
Lupin Ltd. | 2.81% |
Jubilant FoodWorks Ltd. | 2.76% |
Aurobindo Pharma Ltd. | 2.68% |
Cummins India Ltd. | 2.60% |
ICICI Lombard General Insurance Company Ltd. | 2.48% |
Muthoot Finance Ltd. | 2.31% |
Indraprastha Gas Ltd. | 2.11% |
AU Small Finance Bank Ltd. | 2.10% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.53% |
Kalyan Jewellers India Ltd. | 7.18% |
Polycab India Ltd. | 4.40% |
Trent Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.20% |
One97 Communications Ltd. | 3.73% |
Dixon Technologies (India) Ltd. | 3.72% |
Bharti Hexacom Ltd. | 3.66% |
Kei Industries Ltd. | 2.78% |
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