Compare Tata Mid Cap Fund vs Motilal Oswal Midcap Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.87
1.6
NAV
₹404.37
₹83.26
Fund Started
15 Jun 1994
03 Feb 2014
Fund Size
₹5505.28 Cr
₹33689.20 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
3.73%
-10.36%
3 Year
18.85%
18.96%
5 Year
15.36%
20.42%
Equity
93.45%
97.89%
Cash
6.55%
2.11%
Top 10 Holdings
Indian Bank | 3.30% |
The Federal Bank Ltd. | 3.27% |
Mankind Pharma Ltd. | 2.97% |
UPL Ltd. | 2.66% |
AU Small Finance Bank Ltd. | 2.61% |
Indusind Bank Ltd. | 2.61% |
Max Financial Services Ltd. | 2.47% |
Glenmark Pharmaceuticals Ltd. | 2.33% |
One97 Communications Ltd. | 2.19% |
UNO Minda Ltd. | 2.16% |
One97 Communications Ltd. | 7.64% |
Kalyan Jewellers India Ltd. | 7.48% |
Eternal Ltd. | 6.40% |
Kei Industries Ltd. | 6.28% |
Persistent Systems Ltd. | 6.20% |
Coforge Ltd. | 6.09% |
Aditya Birla Capital Ltd. | 5.67% |
Bharti Airtel Ltd. | 5.29% |
Nifty 50 | 5.14% |
Dixon Technologies (India) Ltd. | 4.29% |
Name
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Start Date
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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
