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Compare Motilal Oswal Midcap Fund vs Quant Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 3.0 |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 1.56 | 1.76 |
NAV | ₹101.89 | ₹214.00 |
Fund Started | 03 Feb 2014 | 12 Feb 2001 |
Fund Size | ₹33053.13 Cr | ₹9140.41 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days.
| Exit load of 0.50% if redeemed within 3 months. |
Risk
Very High
Very High
Rating
5.0
3.0
Min SIP Amount
₹500
₹1000
Expense Ratio
1.56
1.76
NAV
₹101.89
₹214.00
Fund Started
03 Feb 2014
12 Feb 2001
Fund Size
₹33053.13 Cr
₹9140.41 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.50% if redeemed within 3 months.
Returns
1 Year | 2.04% | -12.91% |
3 Year | 29.41% | 20.64% |
5 Year | 35.27% | 30.31% |
1 Year
2.04%
-12.91%
3 Year
29.41%
20.64%
5 Year
35.27%
30.31%
Holding Analysis
Equity | 82.83% | 97.33% |
Cash | 17.17% | -0.58% |
Equity
82.83%
97.33%
Cash
17.17%
-0.58%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coforge Ltd. | 10.48% |
Persistent Systems Ltd. | 9.60% |
Trent Ltd. | 9.39% |
Dixon Technologies (India) Ltd. | 9.07% |
Kalyan Jewellers India Ltd. | 7.57% |
Polycab India Ltd. | 5.05% |
Kei Industries Ltd. | 4.02% |
Bharti Hexacom Ltd. | 3.99% |
Max Healthcare Institute Ltd. | 3.85% |
Kaynes Technology India Ltd. | 2.95% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.82% |
Aurobindo Pharma Ltd. | 7.41% |
IRB Infrastructure Developers Ltd. | 6.94% |
Marico Ltd. | 6.52% |
Premier Energies Ltd. | 6.43% |
Tata Communications Ltd. | 6.41% |
Lloyds Metals & Energy Ltd. | 6.38% |
Lupin Ltd. | 5.03% |
Nifty MidCap Select Index | 4.34% |
GMR Airports Ltd. | 4.00% |
Fund Manager
Name | Ajay Khandelwal | Ankit A Pande |
Start Date | 16 Dec 2021 | 11 May 2020 |
Name
Ajay Khandelwal
Ankit A Pande
Start Date
16 Dec 2021
11 May 2020
About Fund
Description | 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. | The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. |
Launch Date | 03 Feb 2014 | 12 Feb 2001 |
Description
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.
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
Launch Date
03 Feb 2014
12 Feb 2001
