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Compare Taurus 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 | 1.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.56 | 1.58 |
NAV | ₹119.83 | ₹99.65 |
Fund Started | 30 Aug 1994 | 03 Feb 2014 |
Fund Size | ₹119.67 Cr | ₹27780.18 Cr |
Exit Load | Exit load of 1% if redeemed within 365 days. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.56
1.58
NAV
₹119.83
₹99.65
Fund Started
30 Aug 1994
03 Feb 2014
Fund Size
₹119.67 Cr
₹27780.18 Cr
Exit Load
Exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 2.09% | 19.52% |
3 Year | 20.25% | 30.99% |
5 Year | 24.50% | 36.65% |
1 Year
2.09%
19.52%
3 Year
20.25%
30.99%
5 Year
24.50%
36.65%
Holding Analysis
Equity | 90.43% | 67.90% |
Cash | 9.57% | 15.69% |
Equity
90.43%
67.90%
Cash
9.57%
15.69%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Aurobindo Pharma Ltd. | 4.21% |
Bank of India | 3.86% |
Dalmia Bharat Ltd. | 3.56% |
AU Small Finance Bank Ltd. | 3.53% |
Aditya Birla Capital Ltd. | 3.43% |
Hindustan Petroleum Corporation Ltd. | 3.26% |
Container Corporation Of India Ltd. | 3.22% |
Voltas Ltd. | 3.04% |
The Federal Bank Ltd. | 3.01% |
Inox Wind Energy Ltd. | 2.89% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Coforge Ltd. | 9.47% |
Kalyan Jewellers India Ltd. | 8.09% |
Polycab India Ltd. | 4.97% |
Dixon Technologies (India) Ltd. | 4.35% |
Trent Ltd. | 3.98% |
Bharti Hexacom Ltd. | 3.95% |
Max Healthcare Institute Ltd. | 3.94% |
One97 Communications Ltd. | 3.86% |
Kei Industries Ltd. | 2.98% |
Fund Manager
Name | Hardik Shah | Ajay Khandelwal |
Start Date | 13 Jun 2023 | 16 Dec 2021 |
Name
Hardik Shah
Ajay Khandelwal
Start Date
13 Jun 2023
16 Dec 2021
About Fund
Description | The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies. | 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 | 30 Aug 1994 | 03 Feb 2014 |
Description
The Scheme seeks to achieve long term capital appreciation by investing in a portfolio consisting of equity and equity related securities predominantly of mid cap companies.
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
30 Aug 1994
03 Feb 2014