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Compare Tata Midcap Growth 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 | 1.85 | 1.56 |
NAV | ₹421.08 | ₹100.41 |
Fund Started | 15 Jun 1994 | 03 Feb 2014 |
Fund Size | ₹4984.23 Cr | ₹33608.53 Cr |
Exit Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 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
1.85
1.56
NAV
₹421.08
₹100.41
Fund Started
15 Jun 1994
03 Feb 2014
Fund Size
₹4984.23 Cr
₹33608.53 Cr
Exit Load
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -3.75% | 2.02% |
3 Year | 19.95% | 27.51% |
5 Year | 25.06% | 33.54% |
1 Year
-3.75%
2.02%
3 Year
19.95%
27.51%
5 Year
25.06%
33.54%
Holding Analysis
Equity | 94.47% | 82.04% |
Cash | 5.53% | 17.96% |
Equity
94.47%
82.04%
Cash
5.53%
17.96%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.31% |
Alkem Laboratories Ltd. | 2.82% |
Cummins India Ltd. | 2.64% |
AU Small Finance Bank Ltd. | 2.53% |
UPL Ltd. | 2.40% |
Patanjali Foods Ltd. | 2.39% |
Jubilant FoodWorks Ltd. | 2.37% |
Lupin Ltd. | 2.32% |
ICICI Lombard General Insurance Company Ltd. | 2.32% |
Indian Bank | 2.31% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 10.52% |
Coforge Ltd. | 9.36% |
Kalyan Jewellers India Ltd. | 8.86% |
Persistent Systems Ltd. | 8.29% |
Trent Ltd. | 7.84% |
Polycab India Ltd. | 5.58% |
One97 Communications Ltd. | 4.50% |
Kei Industries Ltd. | 4.00% |
Bharti Hexacom Ltd. | 3.85% |
Max Healthcare Institute Ltd. | 3.70% |
Fund Manager
Name | Abhinav Sharma | Ajay Khandelwal |
Start Date | 01 Nov 2019 | 16 Dec 2021 |
Name
Abhinav Sharma
Ajay Khandelwal
Start Date
01 Nov 2019
16 Dec 2021
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
