- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹6271 Cr | ₹37501 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 | 1.14% | -0.14% |
| 6 Month | 5.61% | 4.41% |
| 1 Year | 4.81% | -2.54% |
| 3 Year | 20.21% | 26.38% |
| 5 Year | 22.54% | 30.31% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.59% | -1.48% |
| 1 Year | 11.15% | 5.06% |
| 3 Year | 16.83% | 21.39% |
| 5 Year | 17.56% | 25.34% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 19.4% | 16.85% |
| 3 Year | 18.58% | 20.78% |
| 5 Year | 15.8% | 14.8% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.87% | 17.71% |
| Sharp | 0.88% | 1.02% |
| Beta | 0.94% | 0.91% |
| Alpha | -2.37% | 3.53% |
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 | 22.09 |
| Large Cap | 4.01 | 20.22 |
| Mid Cap | 65.3 | 57.68 |
| 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 | 12.78 |
| Consumer Cyclical | 17.67 | 22.89 |
| Technology | 11.4 | 40.62 |
| Financial Services | 22.08 | 3.46 |
| Healthcare | 8.26 | 1.61 |
| Industrials | 10.99 | 12.61 |
| Basic Materials | 15.62 | - |
| Real Estate | 5.18 | 2.56 |
| Communication Services | 1.1 | 3.47 |
| Consumer Defensive | 2.75 | - |
| Utilities | 2.31 | - |
Top Comparisons
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns14.97%
LIC Nifty Next 50 Index Fund Growth
3Y Returns16.93%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.7%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.39%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns17.02%
DSP Quant Fund - Regular Plan - Growth
3Y Returns11.15%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.68%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
