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Compare Quant Mid Cap 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 | ₹1000 | ₹500 |
Expense Ratio | 1.75 | 1.58 |
NAV | ₹206.50 | ₹95.38 |
Fund Started | 12 Feb 2001 | 03 Feb 2014 |
Fund Size | ₹8775.83 Cr | ₹27780.18 Cr |
Exit Load | Exit load of 0.50% if redeemed within 3 months. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.75
1.58
NAV
₹206.50
₹95.38
Fund Started
12 Feb 2001
03 Feb 2014
Fund Size
₹8775.83 Cr
₹27780.18 Cr
Exit Load
Exit load of 0.50% if redeemed within 3 months.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -8.04% | 16.72% |
3 Year | 19.41% | 29.29% |
5 Year | 32.56% | 37.72% |
1 Year
-8.04%
16.72%
3 Year
19.41%
29.29%
5 Year
32.56%
37.72%
Holding Analysis
Equity | 91.00% | 68.04% |
Cash | 5.75% | 13.51% |
Equity
91.00%
68.04%
Cash
5.75%
13.51%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.95% |
Aurobindo Pharma Ltd. | 8.29% |
IRB Infrastructure Developers Ltd. | 6.91% |
Container Corporation Of India Ltd. | 6.77% |
Marico Ltd. | 6.24% |
Tata Communications Ltd. | 5.74% |
Lloyds Metals & Energy Ltd. | 5.66% |
ITC Ltd. | 4.80% |
Linde India Ltd. | 3.59% |
Bharat Forge Ltd. | 3.34% |
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 | Ankit A Pande | Ajay Khandelwal |
Start Date | 22 Aug 2023 | 16 Dec 2021 |
Name
Ankit A Pande
Ajay Khandelwal
Start Date
22 Aug 2023
16 Dec 2021
About Fund
Description | The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. | 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 | 12 Feb 2001 | 03 Feb 2014 |
Description
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
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
12 Feb 2001
03 Feb 2014