Compare Tata Nifty Midcap 150 Momentum 50 Index Fund vs Motilal Oswal Midcap Fund
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹150
₹500
Expense Ratio
1.05
1.6
NAV
₹15.93
₹83.26
Fund Started
04 Oct 2022
03 Feb 2014
Fund Size
₹1062.97 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
-1.34%
-10.36%
3 Year
19.46%
18.96%
5 Year
-
20.42%
Equity
100.10%
97.89%
Cash
-0.10%
2.11%
Top 10 Holdings
BSE Ltd. | 5.07% |
Hero Motocorp Ltd. | 5.03% |
The Federal Bank Ltd. | 4.68% |
Cummins India Ltd. | 4.42% |
AU Small Finance Bank Ltd. | 4.38% |
Muthoot Finance Ltd. | 4.24% |
Ashok Leyland Ltd. | 3.96% |
L&T Finance Ltd. | 3.30% |
Max Financial Services Ltd. | 3.22% |
Fortis Healthcare Ltd. | 3.09% |
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 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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
04 Oct 2022
03 Feb 2014
