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Compare Tata Nifty Midcap 150 Momentum 50 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 | 0.0 | 5.0 |
Min SIP Amount | ₹150 | ₹500 |
Expense Ratio | 1.02 | 1.58 |
NAV | ₹16.79 | ₹97.40 |
Fund Started | 04 Oct 2022 | 03 Feb 2014 |
Fund Size | ₹725.32 Cr | ₹24488.00 Cr |
Exit Load | Exit load of 0.25%, if redeemed within 90 days | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
0.0
5.0
Min SIP Amount
₹150
₹500
Expense Ratio
1.02
1.58
NAV
₹16.79
₹97.40
Fund Started
04 Oct 2022
03 Feb 2014
Fund Size
₹725.32 Cr
₹24488.00 Cr
Exit Load
Exit load of 0.25%, if redeemed within 90 days
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 6.76% | 31.34% |
3 Year | - | 28.31% |
5 Year | - | 27.49% |
1 Year
6.76%
31.34%
3 Year
-
28.31%
5 Year
-
27.49%
Holding Analysis
Equity | 100.07% | 90.80% |
Cash | -0.07% | 9.20% |
Equity
100.07%
90.80%
Cash
-0.07%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
PB Fintech Ltd. | 5.11% |
Coforge Ltd. | 5.03% |
Persistent Systems Ltd. | 4.99% |
The Indian Hotels Company Ltd. | 4.98% |
Dixon Technologies (India) Ltd. | 4.91% |
BSE Ltd. | 4.83% |
Max Healthcare Institute Ltd. | 4.53% |
Lupin Ltd. | 4.33% |
Kalyan Jewellers India Ltd. | 3.53% |
Oracle Financial Services Software Ltd. | 3.28% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
Fund Manager
Name | Sailesh Jain | Ajay Khandelwal |
Start Date | 16 Dec 2021 | 16 Dec 2021 |
Name
Sailesh Jain
Ajay Khandelwal
Start Date
16 Dec 2021
16 Dec 2021
About Fund
Description | The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error. | 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 Oct 2022 | 03 Feb 2014 |
Description
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
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 Oct 2022
03 Feb 2014
