Compare Tata Mid Cap Fund vs Motilal Oswal Midcap Fund
Tata Mid Cap Fund
Motilal Oswal Midcap Fund
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.02
1.7
NAV
₹530.73
₹115.34
Fund Started
15 Jun 1994
03 Feb 2014
Fund Size
₹5868.39 Cr
₹37473.87 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
6.25%
-1.98%
3 Year
16.26%
19.11%
5 Year
15.09%
21.57%
Equity
99.25%
97.11%
Cash
0.75%
2.89%
Top 10 Holdings
Mankind Pharma Ltd. | 3.47% |
The Federal Bank Ltd. | 3.37% |
Bharat Heavy Electricals Ltd. | 3.19% |
Max Financial Services Ltd. | 2.70% |
Indusind Bank Ltd. | 2.68% |
AU Small Finance Bank Ltd. | 2.65% |
BSE Ltd. | 2.58% |
Indian Bank | 2.55% |
Marico Ltd. | 2.49% |
Indus Towers Ltd. | 2.34% |
One97 Communications Ltd. | 7.34% |
Kalyan Jewellers India Ltd. | 6.34% |
Coforge Ltd. | 6.04% |
Eternal Ltd. | 5.96% |
Kei Industries Ltd. | 5.61% |
Aditya Birla Capital Ltd. | 5.49% |
Persistent Systems Ltd. | 4.59% |
Billionbrains Garage Ventures Ltd. | 4.56% |
Shriram Finance Ltd | 3.78% |
BSE Ltd. | 3.61% |
Name
-
-
Start Date
-
-
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
