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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) | ₹6301 Cr | ₹36880 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 | -5.84% | -8.92% |
| 6 Month | -5.24% | -11.96% |
| 1 Year | 4.51% | -7.31% |
| 3 Year | 19.42% | 21.94% |
| 5 Year | 18.38% | 24.92% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -4.33% | -10.79% |
| 1 Year | -1.58% | -15.15% |
| 3 Year | 10.81% | 10.06% |
| 5 Year | 14.16% | 18.69% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 19.14% | 16.44% |
| 3 Year | 18.68% | 20.95% |
| 5 Year | 15.89% | 14.91% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.87% | 13.31% |
| Sharp | 0.97% | 1.03% |
| Beta | 0.93% | 0.91% |
| Alpha | -1.38% | 2.6% |
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 | 12.29 | 25.31 |
| Large Cap | 5.74 | 16.18 |
| Mid Cap | 61.46 | 58.51 |
| Small Cap | 20.51 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 2.52 | 16.4 |
| Consumer Cyclical | 16.36 | 15.12 |
| Technology | 12.42 | 34.62 |
| Financial Services | 23.83 | 10.65 |
| Healthcare | 6.94 | 0.85 |
| Industrials | 12.16 | 10.84 |
| Basic Materials | 15.69 | - |
| Real Estate | 5.66 | 2.38 |
| Communication Services | 1.06 | 9.14 |
| Utilities | 2.28 | - |
| Consumer Defensive | 1.08 | - |
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