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Compare Navi Nifty MidSmallcap 400 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 | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | - | 1.53 |
NAV | ₹10.00 | ₹101.78 |
Fund Started | 24 Nov 2025 | 03 Feb 2014 |
Fund Size | - | ₹37500.86 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
-
1.53
NAV
₹10.00
₹101.78
Fund Started
24 Nov 2025
03 Feb 2014
Fund Size
-
₹37500.86 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | - | -3.15% |
3 Year | - | 25.78% |
5 Year | - | 29.51% |
1 Year
-
-3.15%
3 Year
-
25.78%
5 Year
-
29.51%
Holding Analysis
Equity | 0.00% | 87.22% |
Cash | 0.00% | 12.77% |
Equity
0.00%
87.22%
Cash
0.00%
12.77%
Top Holdings
Top 10 Holdings | - |
|
Top 10 Holdings
-
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.47% |
Coforge Ltd. | 9.32% |
One97 Communications Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.68% |
Eternal Ltd. | 8.47% |
Kalyan Jewellers India Ltd. | 8.16% |
Trent Ltd. | 6.26% |
Polycab India Ltd. | 5.49% |
Kaynes Technology India Ltd. | 4.47% |
Kei Industries Ltd. | 4.30% |
Fund Manager
Name | Ashutosh Shirwaikar | Ajay Khandelwal |
Start Date | 24 Nov 2025 | 25 Jul 2025 |
Name
Ashutosh Shirwaikar
Ajay Khandelwal
Start Date
24 Nov 2025
25 Jul 2025
About Fund
Description | The scheme seeks to achieve a return equivalent to Nifty MidSmallcap 400 Index by investing in the stocks of companies which comprise the Nifty MidSmallcap 400 Index, 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 | 24 Nov 2025 | 03 Feb 2014 |
Description
The scheme seeks to achieve a return equivalent to Nifty MidSmallcap 400 Index by investing in the stocks of companies which comprise the Nifty MidSmallcap 400 Index, 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
24 Nov 2025
03 Feb 2014