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Compare Tata 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 | ₹100 | ₹500 |
Expense Ratio | 1.83 | 1.54 |
NAV | ₹446.42 | ₹102.55 |
Fund Started | 15 Jun 1994 | 03 Feb 2014 |
Fund Size | ₹5282.94 Cr | ₹38002.68 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | 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
1.83
1.54
NAV
₹446.42
₹102.55
Fund Started
15 Jun 1994
03 Feb 2014
Fund Size
₹5282.94 Cr
₹38002.68 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 1.74% | -8.17% |
3 Year | 20.46% | 24.62% |
5 Year | 21.34% | 29.28% |
1 Year
1.74%
-8.17%
3 Year
20.46%
24.62%
5 Year
21.34%
29.28%
Holding Analysis
Equity | 95.39% | 87.22% |
Cash | 4.61% | 12.77% |
Equity
95.39%
87.22%
Cash
4.61%
12.77%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Cummins India Ltd. | 3.04% |
Indian Bank | 3.01% |
Alkem Laboratories Ltd. | 2.91% |
AU Small Finance Bank Ltd. | 2.82% |
The Federal Bank Ltd. | 2.37% |
UNO Minda Ltd. | 2.34% |
UPL Ltd. | 2.32% |
L&T Finance Ltd. | 2.30% |
ICICI Lombard General Insurance Company Ltd. | 2.26% |
Lupin Ltd. | 2.23% |
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 | Abhinav Sharma | Ajay Khandelwal |
Start Date | 01 Nov 2019 | 25 Jul 2025 |
Name
Abhinav Sharma
Ajay Khandelwal
Start Date
01 Nov 2019
25 Jul 2025
About Fund
Description | The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks. | 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 | 15 Jun 1994 | 03 Feb 2014 |
Description
The scheme seeks to provide income distribution and / or medium to long term capital gains. Investment would be focussed towards mid cap stocks.
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
15 Jun 1994
03 Feb 2014