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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 | 1.84 | 1.56 |
NAV | ₹431.76 | ₹102.71 |
Fund Started | 15 Jun 1994 | 03 Feb 2014 |
Fund Size | ₹4945.93 Cr | ₹34748.89 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
1.84
1.56
NAV
₹431.76
₹102.71
Fund Started
15 Jun 1994
03 Feb 2014
Fund Size
₹4945.93 Cr
₹34748.89 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 | -2.81% | -2.95% |
3 Year | 20.23% | 25.40% |
5 Year | 23.74% | 32.43% |
1 Year
-2.81%
-2.95%
3 Year
20.23%
25.40%
5 Year
23.74%
32.43%
Holding Analysis
Equity | 94.65% | 97.39% |
Cash | 5.35% | 2.61% |
Equity
94.65%
97.39%
Cash
5.35%
2.61%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 3.56% |
Alkem Laboratories Ltd. | 2.99% |
Cummins India Ltd. | 2.86% |
UNO Minda Ltd. | 2.59% |
AU Small Finance Bank Ltd. | 2.47% |
UPL Ltd. | 2.46% |
Indian Bank | 2.44% |
Lupin Ltd. | 2.30% |
Jubilant FoodWorks Ltd. | 2.28% |
Patanjali Foods Ltd. | 2.28% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 10.08% |
Coforge Ltd. | 9.79% |
Trent Ltd. | 9.14% |
Eternal Ltd. | 9.03% |
Kalyan Jewellers India Ltd. | 8.70% |
One97 Communications Ltd. | 8.68% |
Persistent Systems Ltd. | 8.39% |
Polycab India Ltd. | 6.22% |
Kei Industries Ltd. | 4.11% |
Kaynes Technology India 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
