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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 | ₹423.28 | ₹100.06 |
Fund Started | 15 Jun 1994 | 03 Feb 2014 |
Fund Size | ₹4701.47 Cr | ₹30401.09 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
₹423.28
₹100.06
Fund Started
15 Jun 1994
03 Feb 2014
Fund Size
₹4701.47 Cr
₹30401.09 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 | -0.98% | 10.77% |
3 Year | 25.05% | 35.19% |
5 Year | 27.24% | 36.55% |
1 Year
-0.98%
10.77%
3 Year
25.05%
35.19%
5 Year
27.24%
36.55%
Holding Analysis
Equity | 93.41% | 68.82% |
Cash | 6.59% | 31.18% |
Equity
93.41%
68.82%
Cash
6.59%
31.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.16% |
Alkem Laboratories Ltd. | 2.93% |
Cummins India Ltd. | 2.57% |
AU Small Finance Bank Ltd. | 2.51% |
Jubilant FoodWorks Ltd. | 2.51% |
Lupin Ltd. | 2.50% |
Aurobindo Pharma Ltd. | 2.44% |
ICICI Lombard General Insurance Company Ltd. | 2.39% |
Bharti Hexacom Ltd. | 2.24% |
UNO Minda Ltd. | 2.14% |
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 | 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