Compare Tata Nifty Midcap 150 Momentum 50 Index Fund vs Motilal Oswal BSE Quality Index Fund
Tata Nifty Midcap 150 Momentum 50 Index Fund
EquityThematic-Factor-based
Motilal Oswal BSE Quality Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹150
₹500
Expense Ratio
1.3
1.19
NAV
₹17.71
₹16.53
Fund Started
04 Oct 2022
29 Jul 2022
Fund Size
₹1205.59 Cr
₹54.12 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
1 Year
-3.61%
-4.56%
3 Year
11.19%
10.21%
5 Year
-
-
Equity
99.85%
99.98%
Cash
0.15%
0.02%
Top 10 Holdings
Name | Assets |
|---|---|
Laurus Labs Ltd. | 7.01% |
Multi Commodity Exchange Of India Ltd. | 5.99% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.45% |
GE Vernova T&D India Ltd | 4.28% |
BSE Ltd. | 4.10% |
Bharat Forge Ltd. | 3.90% |
Hitachi Energy India Ltd. | 3.53% |
National Aluminium Company Ltd. | 3.21% |
Polycab India Ltd. | 3.03% |
Name | Assets |
|---|---|
ITC Ltd. | 5.29% |
Hero Motocorp Ltd. | 5.23% |
Multi Commodity Exchange Of India Ltd. | 5.17% |
Hindustan Unilever Ltd. | 5.07% |
Infosys Ltd. | 5.03% |
Dixon Technologies (India) Ltd. | 4.98% |
Britannia Industries Ltd. | 4.94% |
Nestle India Ltd. | 4.93% |
HDFC Asset Management Company Ltd. | 4.93% |
Marico Ltd. | 4.89% |
Name
-
-
Start Date
-
-
Description
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
Launch Date
04 Oct 2022
29 Jul 2022
