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Compare Nippon India Nifty Midcap 150 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 | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 0.8 | 1.54 |
NAV | ₹25.14 | ₹103.10 |
Fund Started | 04 Feb 2021 | 03 Feb 2014 |
Fund Size | ₹2030.95 Cr | ₹37500.86 Cr |
Exit Load | - | 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
0.8
1.54
NAV
₹25.14
₹103.10
Fund Started
04 Feb 2021
03 Feb 2014
Fund Size
₹2030.95 Cr
₹37500.86 Cr
Exit Load
-
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 10.73% | 0.79% |
3 Year | 22.92% | 26.35% |
5 Year | - | 31.32% |
1 Year
10.73%
0.79%
3 Year
22.92%
26.35%
5 Year
-
31.32%
Holding Analysis
Equity | 100.05% | 87.22% |
Cash | -0.05% | 12.77% |
Equity
100.05%
87.22%
Cash
-0.05%
12.77%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 2.69% |
Hero Motocorp Ltd. | 1.91% |
Suzlon Energy Ltd. | 1.91% |
Persistent Systems Ltd. | 1.69% |
Dixon Technologies (India) Ltd. | 1.69% |
PB Fintech Ltd. | 1.60% |
Coforge Ltd. | 1.58% |
Cummins India Ltd. | 1.56% |
The Federal Bank Ltd. | 1.55% |
HDFC Asset Management Company Ltd. | 1.45% |
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 | Mehul Dama | Ajay Khandelwal |
Start Date | 01 Aug 2022 | 25 Jul 2025 |
Name
Mehul Dama
Ajay Khandelwal
Start Date
01 Aug 2022
25 Jul 2025
About Fund
Description | The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap 150 Index before expenses, subject to tracking errors. | 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 Feb 2021 | 03 Feb 2014 |
Description
The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap 150 Index before expenses, subject to tracking errors.
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 Feb 2021
03 Feb 2014