- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
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 | 1.74 | 1.57 |
NAV | ₹215.40 | ₹101.10 |
Fund Started | 12 Feb 2001 | 03 Feb 2014 |
Fund Size | ₹9031.52 Cr | ₹30401.09 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
1.74
1.57
NAV
₹215.40
₹101.10
Fund Started
12 Feb 2001
03 Feb 2014
Fund Size
₹9031.52 Cr
₹30401.09 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 | -12.59% | 8.32% |
3 Year | 25.97% | 36.01% |
5 Year | 31.79% | 36.42% |
1 Year
-12.59%
8.32%
3 Year
25.97%
36.01%
5 Year
31.79%
36.42%
Holding Analysis
Equity | 91.02% | 68.82% |
Cash | 5.73% | 31.18% |
Equity
91.02%
68.82%
Cash
5.73%
31.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.86% |
Aurobindo Pharma Ltd. | 7.59% |
IRB Infrastructure Developers Ltd. | 7.25% |
Marico Ltd. | 6.55% |
Tata Communications Ltd. | 6.43% |
Lloyds Metals & Energy Ltd. | 5.66% |
Lupin Ltd. | 5.15% |
GMR Airports Ltd. | 3.99% |
Linde India Ltd. | 3.98% |
Bharat Forge Ltd. | 3.28% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.74% |
Kalyan Jewellers India Ltd. | 8.02% |
Polycab India Ltd. | 4.93% |
Bharti Hexacom Ltd. | 4.06% |
Dixon Technologies (India) Ltd. | 4.04% |
Trent Ltd. | 3.98% |
One97 Communications Ltd. | 3.78% |
Max Healthcare Institute Ltd. | 3.69% |
Kei Industries Ltd. | 3.27% |
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