Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life MidCap Fund vs Motilal Oswal Midcap Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

Invest Now

tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5533 Cr ₹24488 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 3.32% 2.77%
6 Month 1.1% -8.31%
1 Year 2.85% 8.32%
3 Year 24.72% 36.01%
5 Year 27.71% 36.42%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month 8.22% 7.19%
1 Year 6.53% 3.46%
3 Year 20.85% 28.65%
5 Year 20.96% 30.67%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 20.52% 18.18%
3 Year 18.28% 19.42%
5 Year 15.51% 14.18%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 13.87% 18.728%
Sharp 0.87% 1.047%
Beta 0.91% 0.892%
Alpha -3.72% 7.885%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.41 23.08
Mid Cap 68.22 69.66
Small Cap 17.72 -
Large Cap 11.49 7.25

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 2.41 23.08
IT - Services 0.51 -
Finance 10.86 -
Retailing 2.65 -
Pharmaceuticals & Biotechnology 7.4 -
Chemicals & Petrochemicals 5.46 -
IT - Software 5.33 -
Leisure Services 2.42 -
Paper, Forest & Jute Products 0.82 -
Healthcare Services 4.67 -
Auto Components 5.78 -
Banks 7.72 -
Electrical Equipment 2.29 -
Transport Services 0.78 -
Capital Markets 1.76 -
Industrial Products 8.01 -
Fertilizers & Agrochemicals 2.05 -
Insurance 2.83 -
Diversified Metals 0.83 -
Realty 3.81 -
Consumer Durables 4.2 -
Construction 0.15 -
Automobiles 0.95 -
Minerals & Mining 1.82 -
Beverages 3.27 -
Transport Infrastructure 0.69 -
Ferrous Metals 1.76 -
Textiles & Apparels 3.62 -
Power 3 -
Cement & Cement Products 1.99 -
Healthcare - 5
Technology - 34.02
Consumer Cyclical - 16.09
Industrials - 11.09
Utilities - 2.06
Real Estate - 2.8
Communication Services - 3.44
Basic Materials - 2.32
Financial Services - 0.09

Top Comparisons

ICICI Prudential Technology Fund - Growth ICICI Prudential Technology Fund - Growth

3Y Returns17.74%

VS

Nippon India Nifty IT Index Fund - Reg (G) Nippon India Nifty IT Index Fund - Reg (G)

3Y Returns0%

Compare Now

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns9.32%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns7.93%

Compare Now

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns17.55%

VS

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now

ITI Overnight Fund Regular - Growth ITI Overnight Fund Regular - Growth

3Y Returns6.11%

VS

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.33%

Compare Now
Add to Cart Successfully