Are you torn between choosing the Motilal Oswal Midcap Fund vs Quant Mid Cap Fund for your Midcap mutual fund investments? Fret not! This detailed blog will break down the critical aspects of these two funds, helping you make an informed decision.
Introduction to Midcap Funds
Midcap mutual funds are those that invest primarily in mid-sized companies. These companies typically have the potential for higher growth than large-cap stocks but come with more risk. Midcap funds could be your sweet spot if you want to balance risk and reward.
Investment Style
Before diving into the performance numbers, let’s look at both funds’ investment styles.
| Fund | Investment Style |
| Quant Mid Cap Fund | Blend (Growth) |
| Motilal Oswal Midcap Fund | Blend (Growth, Value) |
- Quant Mid Cap Fund follows a blended investment style that strongly emphasizes growth stocks. This approach is ideal for those seeking higher returns with an appetite for moderate risk.
- Motilal Oswal Midcap Fund also employs a blended strategy combining growth and value investing. This mix can help balance out Volatility while capturing the upside potential of growing companies.
Key Takeaway: Both funds adopt a blended strategy, but Quant Mid Cap Fund might be more aligned with your investment goals if you’re looking for a pure growth play.
Loading ...Returns Analysis
Trailing Returns
| Period Invested For | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| 1 Year | 58.77% | 64.73% |
| 2 Year | 41.78% | 44.02% |
| 3 Year | 32.72% | 38.55% |
| 5 Year | 39.55% | 34.76% |
| 10 Year | 21.86% | 23.10% |
Analysis:
- Short-Term Performance: Over the 1 year, Motilal Oswal Midcap Fund outshines Quant Mid Cap Fund, delivering a stellar return of 64.73% compared to 58.77%. Similar trends are observed for the 2-year and 3-year periods.
- Mid to Long-Term Performance: When you look at the 5-year returns, Quant Mid Cap Fund takes the lead with a 39.55% return, overshadowing Motilal Oswal Midcap Fund’s 34.76%. However, for the 10 years, Motilal Oswal Midcap Fund marginally edges out with a 23.10% return compared to Quant’s 21.86%.
Key Takeaway:
Motilal Oswal Midcap Fund could be more rewarding if your investment horizon is short-term. However, the Quant Mid Cap Fund shows more vital consistency for mid-term investments.
Lumpsum Investment Growth
| Period Invested For | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| 1 Year | ₹15,897.5 | ₹16,495.7 |
| 2 Year | ₹20,121.1 | ₹20,762.6 |
| 3 Year | ₹23,430.5 | ₹26,666.9 |
| 5 Year | ₹53,023.5 | ₹44,512.2 |
| 10 Year | ₹72,340.3 | ₹80,074.7 |
Analysis:
- 1 to 3 Years: Motilal Oswal Midcap Fund consistently grows more than Quant Mid Cap Fund, reflecting its superior short-term Performance.
- 5 Years: Quant Mid Cap Fund pulls ahead, significantly growing the investment to ₹53,023.5, while Motilal Oswal Midcap Fund lags behind with ₹44,512.2.
- 10 Years: The tables turn again, with Motilal Oswal Midcap Fund slightly outperforming Quant Mid Cap Fund, achieving ₹80,074.7 against ₹72,340.3.
Key Takeaway:
While Motilal Oswal Midcap Fund delivers better short-term growth, Quant Mid Cap Fund is a stronger contender for mid-term growth. However, Motilal Oswal Midcap Fund might catch up and surpass Quant over the long haul.
SIP Returns
| Period Invested For | Quant Mid Cap Fund | Motilal Oswal Midcap Fund | Difference (Quant – Motilal) |
| 1 Year | 53.06% | 69.84% | -16.78% |
| 2 Year | 48.93% | 55.12% | -6.19% |
| 3 Year | 40.08% | 44.58% | -4.50% |
| 5 Year | 41.24% | 40.63% | 0.61% |
| 10 Year | 26.66% | 25.21% | 1.45% |
Analysis:
- Short-Term Performance (1-3 Years): Motilal Oswal Midcap Fund has consistently outperformed Quant Mid Cap Fund in the short term. For the 1 year, it provided a remarkable 69.84% return compared to Quant’s 53.06%, a difference of -16.78%. Similar trends are observed for the 2-year and 3-year periods, with Motilal Oswal leading by 6.19% and 4.50%, respectively.
- Mid to Long-Term Performance (5-10 Years): The performance gap narrows as the investment period extends. In fact, Quant Mid Cap Fund outshines Motilal Oswal Midcap Fund in the 5-year and 10-year periods, with slight leads of 0.61% and 1.45%, respectively.
Key Takeaway:
Motilal Oswal Midcap Fund shows superior short-term returns, but if you’re in it for the long haul, Quant Mid Cap Fund could be the better performer.
SIP Investment Value
| Period Invested For | Investments (₹) | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| 1 Year | 12,000 | ₹15,225.52 | ₹16,174.11 |
| 2 Year | 24,000 | ₹37,313.59 | ₹39,148.28 |
| 3 Year | 36,000 | ₹63,165.68 | ₹66,869.27 |
| 5 Year | 60,000 | ₹1,63,008.99 | ₹1,60,742.21 |
| 10 Year | 1,20,000 | ₹4,94,004.71 | ₹4,56,897.63 |
Analysis:
- 1 to 3 Years: The return difference is clearly reflected in the investment values. Over 1 year, a ₹12,000 investment in Motilal Oswal Midcap Fund would have grown to ₹16,174.11, significantly more than the ₹15,225.52 in Quant Mid Cap Fund.
- 5 Years: The tables start to turn, with Quant Mid Cap Fund pulling ahead slightly, growing a ₹60,000 investment to ₹1,63,008.99 compared to ₹1,60,742.21 in Motilal Oswal Midcap Fund.
- 10 Years: The gap widens in favour of Quant Mid Cap Fund, which turns ₹1,20,000 into ₹4,94,004.71, far outpacing the ₹4,56,897.63 from Motilal Oswal Midcap Fund.
Key Takeaway:
Motilal Oswal Midcap Fund offers better short-term growth, but Quant Mid Cap Fund could provide higher overall value for mid to long-term investments.
CAGR
| Category | 1 Year | 3 Year | 5 Year | 9 Year |
| Quant Mid Cap Fund | 60.69% | 31.44% | 37.60% | 20.44% |
| Motilal Oswal Midcap Fund | 69.49% | 38.72% | 34.32% | 18.81% |
Analysis:
- 1 Year: Motilal Oswal Midcap Fund shows a higher CAGR of 69.49% compared to Quant Mid Cap Fund’s 60.69%.
- 5 Year: The trend flips in the 5-year category, where Quant Mid Cap Fund shows a higher CAGR of 37.60% compared to Motilal Oswal’s 34.32%.
- 9 Year: The gap narrows further, but Quant Mid Cap Fund remains slightly ahead with a 20.44% CAGR compared to Motilal Oswal Midcap Fund’s 18.81%.
Key Takeaway:
While Motilal Oswal Midcap Fund offers higher growth in the short term, Quant Mid Cap Fund could provide steadier returns over more extended periods.
Rolling Returns
| Category | 1 Year | 3 Year | 5 Year | 9 Year |
| Quant Mid Cap Fund | 25.06% | 19.60% | 16.93% | 18.56% |
| Motilal Oswal Midcap Fund | 25.22% | 18.89% | 15.49% | 19.58% |
Analysis:
- 1 Year: The rolling returns over 1 year are almost identical, with Motilal Oswal Midcap Fund slightly ahead at 25.22% compared to Quant Mid Cap Fund’s 25.06%.
- 5 Years: Quant Mid Cap Fund takes a more substantial lead with a 1.44% higher rolling return over 5 years.
- 9 Years: Motilal Oswal Midcap Fund slightly outperforms with a 1.02% higher rolling return over 9 years.
Key Takeaway:
Both funds exhibit strong performance consistency, but Quant Mid Cap Fund offers slightly better returns over 3 to 5-year periods. At the same time, Motilal Oswal Midcap Fund shows strength in the long-term 9-year horizon.
Annualized/Calendar Year Returns
| Period | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| YTD 2024 | 31.56% | 37.26% |
| 2023 | 36.40% | 43.28% |
| 2022 | 19.94% | 11.98% |
| 2021 | 53.85% | 57.77% |
| 2020 | 44.30% | 10.65% |
| 2019 | -1.47% | 10.97% |
| 2018 | -1.14% | -11.54% |
| 2017 | 30.86% | 32.60% |
| 2016 | -2.57% | 6.49% |
| 2015 | 7.45% | 17.91% |
| 2014 | 27.11% | 75.17% |
Analysis:
- Overall Performance: Motilal Oswal Midcap Fund has consistently outperformed Quant Mid Cap Fund, with a total return of 292.54% versus 246.29%. It also boasts a higher average annual return of 26.59% compared to Quant’s 22.39%.
- Yearly Outperformance: Over the past decade, Motilal Oswal Midcap Fund outperformed Quant Mid Cap Fund in 8 out of 11 years, showcasing its ability to deliver strong returns more frequently.
- Years of Decline: Both funds had their fair share of negative years, but interestingly, Quant Mid Cap Fund has shown better resilience during market downturns in recent years, such as in 2020 and 2022.
Key Takeaway:
If historical Performance and consistent returns are your primary focus, Motilal Oswal Midcap Fund edges out Quant Mid Cap Fund. However, Quant’s ability to perform well in recent challenging years is noteworthy.
Quarterly Results
| Period | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Q2 – 2024 | 14.07% | 19.73% |
| Q1 – 2024 | 13.27% | 11.14% |
| Q4 – 2023 | 12.41% | 14.75% |
| Q3 – 2023 | 16.22% | 7.80% |
| Q2 – 2023 | 12.70% | 18.22% |
| Q1 – 2023 | -7.36% | -2.03% |
| Q4 – 2022 | 6.79% | -1.95% |
| Q3 – 2022 | 16.91% | 23.03% |
| Q2 – 2022 | -12.53% | -5.56% |
| Q1 – 2022 | 8.30% | -1.42% |
| Q4 – 2021 | 4.74% | 8.87% |
| Q3 – 2021 | 8.42% | 19.03% |
| Q2 – 2021 | 21.63% | 8.31% |
| Q1 – 2021 | 8.07% | 10.26% |
| Q4 – 2020 | 23.86% | 16.56% |
| Q3 – 2020 | 16.68% | 15.44% |
| Q2 – 2020 | 28.97% | 16.82% |
| Q1 – 2020 | -21.28% | -27.99% |
| Q4 – 2019 | 7.84% | 6.26% |
| Q3 – 2019 | -4.42% | 2.90% |
| Q2 – 2019 | -6.25% | -1.20% |
| Q1 – 2019 | 2.48% | 3.81% |
| Q4 – 2018 | 0.28% | 1.42% |
| Q3 – 2018 | 0.39% | -4.34% |
| Q2 – 2018 | 0.88% | 0.92% |
| Q1 – 2018 | -3.05% | -9.64% |
| Q4 – 2017 | 10.72% | 11.63% |
| Q3 – 2017 | 2.51% | 1.20% |
| Q2 – 2017 | 5.30% | 3.26% |
| Q1 – 2017 | 9.49% | 13.65% |
| Q4 – 2016 | -3.86% | -8.49% |
| Q3 – 2016 | -1.27% | 11.17% |
Outperformance Analysis:
| Category | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Total Outperformance | 15 | 17 |
| First 16 Quarters | 8 | 8 |
| Next 16 Quarters | 7 | 9 |
Analysis:
- Quarterly Performance: Over the past few years, the funds have been neck-and-neck in quarterly returns, with Quant Mid Cap Fund outperforming in 15 quarters and Motilal Oswal Midcap Fund leading in 17 quarters.
- Consistency: The split between the first and next 16 quarters indicates that both funds have their periods of outperformance. However, Motilal Oswal Midcap Fund’s lead in the next 16 quarters highlights its more robust Performance in more recent times.
Key Takeaway
While both funds are competitive in quarterly returns, Motilal Oswal Midcap Fund holds a slight edge, particularly in the more recent quarters. If short-term consistency is essential to you, this fund might be more appealing.
Risk Analysis
Maximum Drawdown
| Period | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| 3-Year | -11.98% | -8.89% |
| 5-Year | -25.85% | -32.08% |
Analysis:
- 3-Year Drawdown: Over the last 3 years, Quant Mid Cap Fund experienced a maximum drawdown of -11.98%, which is higher than Motilal Oswal Midcap Fund’s -8.89%.
- 5-Year Drawdown: Interestingly, over 5 years, Quant Mid Cap Fund’s drawdown of -25.85% is significantly lower than Motilal Oswal Midcap Fund’s -32.08%, indicating better resilience during more extended market corrections.
Key Takeaway:
While Motilal Oswal Midcap Fund may offer higher returns, it also comes with more significant risks, particularly over extended periods. Quant Mid Cap Fund is resilient against significant market drops over 5 years.
Mean Return, Sortino Ratio, and Treynor’s Ratio
| Metric | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Mean Return (%) | 30.61% | 35.4% |
| Sortino Ratio (%) | 2.52 | 3.52 |
| Treynor’s Ratio (%) | 0.22 | 0.33 |
Analysis:
- Mean Return: The Motilal Oswal Midcap Fund leads with a mean return of 35.4%, outperforming Quant Mid Cap Fund’s 30.61%. This suggests that, on average, Motilal Oswal Midcap Fund has been more effective at generating returns.
- Sortino Ratio: The Sortino ratio, which adjusts returns for downside risk, is higher for Motilal Oswal Midcap Fund at 3.52 compared to Quant Mid Cap Fund’s 2.52. This indicates that Motilal Oswal Midcap Fund has delivered better returns relative to the downside risk.
- Treynor’s Ratio: Similarly, Treynor’s Ratio, which measures returns with systematic risk, is higher for Motilal Oswal Midcap Fund at 0.33, outperforming Quant Mid Cap Fund’s 0.22.
Key Takeaway
Based on mean Return, Sortino Ratio, and Treynor’s Ratio, Motilal Oswal Midcap Fund offers a superior risk-adjusted return profile. This makes it an attractive option for investors looking to maximize returns while managing downside risk.
Standard Deviation
| Period | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| 3-Year | 15.76% | 14.99% |
| 5-Year | 19.98% | 20.83% |
| 10-Year | 16.41% | 18.66% |
Analysis:
- 3-Year Volatility: Quant Mid Cap Fund shows slightly higher Volatility with a standard deviation of 15.76% compared to Motilal Oswal Midcap Fund’s 14.99%.
- 5-Year Volatility: The tables turn over 5 years, with Motilal Oswal Midcap Fund showing slightly higher Volatility at 20.83% compared to Quant Mid Cap Fund’s 19.98%.
- 10-Year Volatility: Over 10 years, the difference widens, with Quant Mid Cap Fund showing lower Volatility at 16.41% versus Motilal Oswal Midcap Fund’s 18.66%.
Key Takeaway:
While Quant Mid Cap Fund has exhibited slightly higher short-term Volatility, it shows better consistency over more extended periods, particularly over 10 years, making it potentially more appealing to long-term investors.
Sharpe Ratio
| Period | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| 3-Year | 1.48 | 1.99 |
| 5-Year | 1.46 | 1.36 |
| 10-Year | 0.89 | 1.91 |
Analysis:
- 3-Year Sharpe Ratio: Over the past 3 years, Motilal Oswal Midcap Fund has significantly outperformed Quant Mid Cap Fund with a Sharpe ratio of 1.99 versus 1.48. This indicates that it has delivered higher returns per unit of risk taken during this period.
- 5-Year Sharpe Ratio: The Performance narrows over the 5 years, with Quant Mid Cap Fund slightly edging out Motilal Oswal Midcap Fund at 1.46 versus 1.36.
- 10-Year Sharpe Ratio: Motilal Oswal Midcap Fund outshines once again over 10 years, with an impressive Sharpe ratio of 1.91 compared to Quant Mid Cap Fund’s 0.89.
Key Takeaway:
Motilal Oswal Midcap Fund consistently delivers higher returns per unit of risk taken, especially over shorter periods like 3 and 10 years. However, Quant Mid Cap Fund performs better in the 5-year timeframe.
Beta Analysis
| Metric | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Beta (%) 3Y | 0.87 | 0.82 |
| Beta (%) 5Y | 0.83 | 0.91 |
| Beta (%) 10Y | 0.74 | 0.89 |
Analysis:
- 3-Year Beta: Over the last 3 years, both funds have demonstrated relatively low Volatility compared to the market, with Motilal Oswal Midcap Fund having a slightly lower beta of 0.82 compared to Quant Mid Cap Fund’s 0.87.
- 5-Year Beta: Quant Mid Cap Fund exhibits lower Volatility over 5 years with a beta of 0.83, while Motilal Oswal Midcap Fund’s beta increases to 0.91, indicating slightly higher market sensitivity.
- 10-Year Beta: Quant Mid Cap Fund consistently shows lower Volatility over 10 years with a beta of 0.74, outperforming Motilal Oswal Midcap Fund, which has a beta of 0.89.
Key Takeaway
Quant Mid Cap Fund exhibits lower market volatility, particularly over more extended periods, making it a potentially safer bet for investors seeking stability.
Alpha Analysis
| Metric | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Alpha (%) 3Y | 4.32 | 12 |
| Alpha (%) 5Y | 9.23 | 6.49 |
| Alpha (%) 10Y | 4.48 | 4.73 |
Analysis:
- 3-Year Alpha: Motilal Oswal Midcap Fund significantly outperforms Quant Mid Cap Fund with an alpha of 12, indicating it has generated considerably higher excess returns over its benchmark.
- 5-Year Alpha: Quant Mid Cap Fund takes the lead over 5 years, boasting an alpha of 9.23, compared to Motilal Oswal Midcap Fund’s 6.49.
- 10-Year Alpha: Both funds have comparable alphas over the long term, with Motilal Oswal Midcap Fund slightly ahead at 4.73 versus Quant Mid Cap Fund’s 4.48.
Key Takeaway:
While Motilal Oswal Midcap Fund excels in generating excess returns in the short term, Quant Mid Cap Fund shows more robust alpha performance over 5 years, making it attractive for mid-term investors.
Ratings
| Rating Agency | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| CRISIL (30th Jun 2024) | 3 | 5 |
| CRISIL (31st Mar 2024) | 5 | 4 |
| CRISIL (December 31 2023) | 4 | 4 |
| CRISIL (30th Sep 2023) | 4 | 5 |
| CRISIL (30th Jun 2023) | 4 | 5 |
| Value Research | 5 | 5 |
| Morningstar | 5 | 5 |
Analysis:
- CRISIL Ratings: Motilal Oswal Midcap Fund consistently receives higher CRISIL ratings, particularly in June 2024 and 2023, reflecting its superior Performance and lower risk profile during these periods.
- Value Research and Morningstar Ratings: Both funds receive top ratings of 5 from Value Research and Morningstar, indicating strong overall Performance and investor confidence.
Key Takeaway:
Motilal Oswal Midcap Fund’s consistently high ratings from CRISIL and its strong ratings from Value Research and Morningstar make it a robust choice for investors seeking well-rated funds.
portfolio Overlap Comparison
| Metric | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Portfolio Overlap Total % | 1.99% | 9.92% |
Analysis:
- Portfolio Overlap: The Quant Mid Cap Fund has a significantly lower portfolio overlap of 1.99% compared to the Motilal Oswal Midcap Fund’s 9.92%. This indicates that Quant Mid Cap Fund holds a more unique set of assets, which could offer better diversification benefits if you already own other funds.
Key Takeaway:
If you’re looking for a fund with a unique asset composition to diversify your portfolio, Quant Mid Cap Fund may be the better choice due to its lower overlap percentage.
Portfolio Turnover Ratio
| Metric | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Portfolio Turnover Ratio % | 342.00% | 144.00% |
Analysis:
- High Turnover: Quant Mid Cap Fund has a very high portfolio turnover ratio of 342.00%, suggesting an aggressive management style with frequent trading. In contrast, Motilal Oswal Midcap Fund has a lower turnover ratio of 144.00%, indicating a more stable and long-term investment strategy.
Key Takeaway:
If you prefer a fund with a more stable portfolio and potentially lower transaction costs, Motilal Oswal Midcap Fund might be more aligned with your investment preferences.
Portfolio Composition
| Asset Class | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Equity | 87.99% | 83.17% |
| Debt | 3.48% | 14.96% |
| Cash & Cash Equivalents | 8.53% | 1.88% |
| Real Estate, Gold, Others | – | – |
| Commodities | – | – |
Analysis:
- Equity Allocation: Quant Mid Cap Fund has a higher equity allocation at 87.99%, making it more growth-oriented than Motilal Oswal Midcap Fund, which allocates 83.17% to equities.
- Debt Allocation: Motilal Oswal Midcap Fund holds a higher percentage of debt at 14.96%, which could offer more stability and lower risk than Quant Mid Cap Fund’s 3.48% debt allocation.
- Cash Holdings: Quant Mid Cap Fund has a significant portion in cash and cash equivalents (8.53%), which can benefit volatile markets but might also indicate a more cautious approach.
Key Takeaway:
Quant Mid Cap Fund appears to be more aggressive with its higher equity allocation. At the same time, Motilal Oswal Midcap Fund takes a more balanced approach by holding more debt securities.
Market Cap Allocation
| Metric | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Number of Stocks | 23 | 21 |
| Large Cap % | 11.66% | 11.59% |
| Mid Cap % | 66.25% | 70.18% |
| Small Cap % | 0.00% | 1.54% |
| Others % | 10.09% | 0.15% |
| Foreign Equity Holdings | – | – |
Analysis:
- Mid-Cap Focus: Both funds are heavily weighted towards mid-cap stocks, with Motilal Oswal Midcap Fund having a slightly higher allocation at 70.18% compared to Quant Mid Cap Fund’s 66.25%.
- Large Cap and Small Cap: Both funds have similar exposure to large-cap stocks, around 11.6%, but Motilal Oswal Midcap Fund has a small allocation to small-cap stocks (1.54%), while Quant Mid Cap Fund has none.
- Others: Quant Mid Cap Fund has a notable allocation to “Others” at 10.09%, which might include cash, foreign equities, or other alternative assets, compared to Motilal Oswal Midcap Fund’s minimal allocation of 0.15%.
Key Takeaway:
Both funds are well-positioned if you’re looking for a pure mid-cap play. However, Motilal Oswal Midcap Fund slightly edges out in mid-cap exposure. Quant Mid Cap Fund’s allocation to “Others” could offer diversification beyond traditional equity holdings.
Sector Allocation
| Sector | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| Industrials | 21.17% | 16.46% |
| Materials | 15.73% | 4.39% |
| Healthcare | 12.50% | 4.86% |
| Energy & Utilities | 11.20% | NA |
| Consumer Staples | 11.07% | NA |
| Technology | 7.19% | 23.65% |
| Consumer Discretionary | 6.03% | 23.25% |
| Financial | 3.09% | 7.62% |
| Real Estate | NA | 2.94% |
Analysis:
- Industrials and Materials: Quant Mid Cap Fund has a stronger focus on industrials and materials, with allocations of 21.17% and 15.73%, respectively. In contrast, Motilal Oswal Midcap Fund has lower allocations in these sectors.
- Technology and Consumer Discretionary: Motilal Oswal Midcap Fund leads with significant investments in technology (23.65%) and consumer discretionary (23.25%), suggesting a focus on growth sectors.
- Energy & Utilities and Consumer Staples: Quant Mid Cap Fund has substantial allocations in energy & utilities (11.20%) and consumer staples (11.07%), sectors that can provide stability during market volatility.
Key Takeaway:
Quant Mid Cap Fund offers more diversification across traditional sectors. Motilal Oswal Midcap Fund focuses heavily on growth-oriented sectors like technology and consumer discretionary.
Fund Management Comparison
| Fund | Fund Manager | No. Of Months |
| Motilal Oswal Midcap Fund | Niket Shah | 49 |
| Rakesh Shetty | 20 | |
| Sunil Sawant | 1 | |
| Quant Mid Cap Fund | Sanjeev Sharma | 91 |
| Vasav Sahgal | 61 | |
| Ankit A. Pande | 51 |
Analysis:
- Experience: Quant Mid Cap Fund is managed by a more experienced team, with Sanjeev Sharma having 91 months of experience with the fund. This depth of experience could translate into more consistent and well-informed decision-making.
- New Management: Motilal Oswal Midcap Fund recently added Sunil Sawant as a manager with only 1 month of experience. This change might bring fresh perspectives but could also introduce some uncertainty.
Key Takeaway:
If you value fund management experience and stability, Quant Mid Cap Fund might be more appealing due to its seasoned management team.
General details
| Metric | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| NAV | ₹269.63 | ₹110.84 |
| AUM (in Cr.) | ₹9282.00 | ₹14445.00 |
Analysis:
- NAV Comparison: Quant Mid Cap Fund has a significantly higher NAV at ₹269.63, indicating its strong Performance and growth over time compared to Motilal Oswal Midcap Fund’s ₹110.84.
- AUM Comparison: Motilal Oswal Midcap Fund has a higher AUM of ₹14,445 crore, reflecting greater investor confidence and a more extensive asset base, which can provide economies of scale.
Key Takeaway
Quant Mid Cap Fund’s higher NAV suggests strong historical Performance, while Motilal Oswal Midcap Fund’s larger AUM indicates broader market acceptance and confidence.
Minimum Investment Amount
| Investment Type | Quant Mid Cap Fund | Motilal Oswal Midcap Fund |
| SIP | ₹1,000 | ₹500 |
| Lumpsum | ₹5,000 | ₹500 |
Analysis:
- Accessibility: Motilal Oswal Midcap Fund is more accessible with lower minimum investment requirements for both SIP (₹500) and lumpsum (₹500), making it more attractive to smaller investors.
- Higher Entry: Quant Mid Cap Fund requires a higher investment amount, which might suit investors with larger budgets.
Conclusion
When comparing the Motilal Oswal Midcap Fund and Quant Mid Cap Fund, the choice between the two basically depends on your investment goals and risk appetite. The Motilal Oswal Midcap Fund consistently outperforms in the short term, with higher returns and superior risk-adjusted metrics like the Sortino and Treynor ratios. This makes it a strong contender for investors seeking aggressive growth and willing to tolerate higher Volatility. It also offers more accessibility with lower minimum investment requirements and robust sector allocations in growth-oriented areas like technology and consumer discretionary.
On the other hand, the Quant Mid Cap Fund shines in mid-to-long-term Performance, showing better resilience during market downturns, lower Volatility over extended periods, and a more experienced fund management team, making it the better option for conservative investors who prioritize stability and consistent returns.
Overall, Motilal Oswal Midcap Fund is better for those looking for short-term gains and higher risk tolerance. At the same time, Quant Mid Cap Fund is the preferred choice for long-term investors with a moderate risk profile.
Loading ...FAQs: Motilal Oswal Midcap Fund vs Quant Mid Cap Fund
Which fund has better short-term Performance: Motilal Oswal Midcap Fund or Quant Mid Cap Fund?
Motilal Oswal Midcap Fund generally offers better short-term Performance, as indicated by its higher returns over 1- and 3-year periods. This makes it a strong choice for investors looking to capitalize on short-term gains.
What is the primary difference in the investment style of these two funds?
The Quant Mid Cap Fund focuses on a blend of growth stocks, making it suitable for those with a moderate risk appetite seeking higher returns. On the other hand, the Motilal Oswal Midcap Fund combines both growth and value investing, providing a balanced approach that can mitigate Volatility while still capturing upside potential.
How do the SIP returns of these funds compare?
Motilal Oswal Midcap Fund has outperformed Quant Mid Cap Fund in short-term SIP returns (1 to 3 years). Still, Quant Mid Cap Fund takes the lead in mid to long-term SIP performance (5 to 10 years), offering slightly better returns over extended periods.
Which fund has a lower risk based on Maximum Drawdown?
Quant Mid Cap Fund exhibits better resilience, especially over 5 years, with a lower maximum drawdown than Motilal Oswal Midcap Fund. This suggests that the Quant Mid Cap Fund may be less risky during market downturns.
Which fund is more volatile, and how does it affect my investment?
Quant Mid Cap Fund exhibits better resilience, especially over 5 years, with a lower maximum drawdown than Motilal Oswal Midcap Fund. This suggests that the Quant Mid Cap Fund may be less risky during market downturns.
Which fund is more volatile, and how does it affect my investment?
Motilal Oswal Midcap Fund tends to be more volatile, especially over more extended periods, as reflected in its higher standard deviation. Higher Volatility can mean higher potential returns but also greater risk. Quant Mid Cap Fund might be more suitable if you prefer more consistent Performance.
How do the Sharpe Ratios of these funds compare?
The Sharpe Ratio, which measures risk-adjusted returns, favours Motilal-Oswal Midcap Fund over shorter periods (3 and 10 years). However, Quant Mid Cap Fund performs slightly better in the 5-year timeframe, making it appealing for mid-term investors.
What does the Beta analysis tell me about these funds?
Quant Mid Cap Fund shows lower beta values, particularly over 10 years, indicating it is less sensitive to market fluctuations. This makes it a potentially safer option for investors seeking stability in volatile markets.
Which fund is better rated by agencies like CRISIL and Morningstar?
Motilal-Oswal Midcap Fund consistently receives higher CRISIL ratings and strong ratings from Value Research and Morningstar, reflecting its superior Performance and investor confidence.
How do the Portfolio Turnover Ratios compare?
Quant Mid Cap Fund has a much higher portfolio turnover ratio, indicating a more actively managed fund. In contrast, Motilal-Oswal Midcap Fund has a lower turnover ratio, which could result in lower transaction costs and a more stable portfolio.
What are the minimum investment requirements for these funds?
Motilal-Oswal Midcap Fund is more accessible with lower minimum investment amounts for both SIP (₹500) and lumpsum (₹500), making it a better option for investors with smaller budgets. Quant Mid Cap Fund requires higher minimum investments, which may appeal to investors with more significant capital.
Which fund offers better sector diversification?
Quant Mid Cap Fund provides broader sector diversification, with significant industrials, materials, healthcare, and energy allocations. Motilal Oswal Midcap Fund focuses more on growth-oriented sectors like technology and consumer discretionary.
How does the fund management experience compare between these two funds?
Quant Mid Cap Fund is managed by a more experienced team, with Sanjeev Sharma leading with 91 months of experience. This depth of understanding may lead to more consistent and informed decision-making compared to the newer management team at Motilal-Oswal Midcap Fund.
Disclaimer:
The information provided in this article is solely the author/advertisers’ opinion and not investment advice – it is provided for educational purposes only. Using this, you agree that the information does not constitute any investment or financial instructions by Ace Equity Research/Mutual Fund Focus/IPO First and the team. Anyone wishing to invest should seek their own independent financial or professional advice. Conduct your research with registered financial advisors before making any investment decisions. Ace Equity Research/ Mutual Fund Focus / IPO First and the team are not accountable for the investment views provided in the article.
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