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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 | 1.88 | 1.59 |
NAV | ₹404.09 | ₹98.73 |
Fund Started | 15 Jun 1994 | 03 Feb 2014 |
Fund Size | ₹4529.49 Cr | ₹26421.09 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 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.88
1.59
NAV
₹404.09
₹98.73
Fund Started
15 Jun 1994
03 Feb 2014
Fund Size
₹4529.49 Cr
₹26421.09 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 1 year.
Returns
1 Year | 16.62% | 36.17% |
3 Year | 18.01% | 28.85% |
5 Year | 21.78% | 28.56% |
1 Year
16.62%
36.17%
3 Year
18.01%
28.85%
5 Year
21.78%
28.56%
Holding Analysis
Equity | 94.91% | 90.80% |
Cash | 5.09% | 9.20% |
Equity
94.91%
90.80%
Cash
5.09%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Muthoot Finance Ltd. | 3.30% |
Max Financial Services Ltd. | 3.20% |
Alkem Laboratories Ltd. | 3.11% |
Aurobindo Pharma Ltd. | 2.95% |
Jubilant FoodWorks Ltd. | 2.85% |
Cummins India Ltd. | 2.67% |
Lupin Ltd. | 2.60% |
Oberoi Realty Ltd. | 2.55% |
UNO Minda Ltd. | 2.33% |
Mphasis Ltd. | 2.20% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
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
