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Aditya Birla Sun Life MidCap Fund vs Motilal Oswal Midcap Fund compare
Aditya Birla Sun Life MidCap Fund-Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6278 Cr | ₹38003 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 03 Oct 2002 | 24 Feb 2014 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 16% | 120% |
| Expense Ratio | 1.87 | 1.58 |
| Manager | Dhaval Joshi | Rakesh Shetty |
| ISIN Code | INF209K01363 | INF247L01411 |
| Exits Load | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -0.54% | -3.07% |
| 6 Month | 1.58% | 0.33% |
| 1 Year | -0.13% | -11.48% |
| 3 Year | 19.61% | 23.79% |
| 5 Year | 21.19% | 28.68% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.17% | -2.56% |
| 1 Year | 14.19% | 4.13% |
| 3 Year | 16.16% | 18.77% |
| 5 Year | 16.82% | 23.5% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 19.39% | 16.72% |
| 3 Year | 18.58% | 20.79% |
| 5 Year | 15.8% | 14.82% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.53% | 17.71% |
| Sharp | 0.83% | 1.03% |
| Beta | 0.94% | 0.91% |
| Alpha | -2.24% | 3.59% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Rakesh Shetty |
| Total AUM | ₹361932 Cr | ₹33886 Cr |
| Funds Managed | 55 | 19 |
| Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 9.57 | 17.44 |
| Large Cap | 4.01 | 20.69 |
| Mid Cap | 65.3 | 61.87 |
| Small Cap | 21.12 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.63 | 7.52 |
| Consumer Cyclical | 17.67 | 18.46 |
| Technology | 11.4 | 37.64 |
| Financial Services | 22.08 | 11.71 |
| Healthcare | 8.26 | 1.61 |
| Industrials | 10.99 | 11.9 |
| Basic Materials | 14.9 | - |
| Real Estate | 5.91 | 2.43 |
| Communication Services | 1.1 | 8.74 |
| Consumer Defensive | 2.75 | - |
| Utilities | 2.31 | - |
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