Motilal Oswal Midcap Fund vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | ICICI Prudential 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) | ₹7055 Cr | ₹38003 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 28 Oct 2004 | 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 | 73% | 120% |
| Expense Ratio | 1.9 | 1.58 |
| Manager | Sharmila D'mello | Rakesh Shetty |
| ISIN Code | INF109K01AN2 | INF247L01411 |
| Exits Load | ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.68% | -1.7% |
| 6 Month | 5.98% | -1.56% |
| 1 Year | 10.47% | -9.02% |
| 3 Year | 24.96% | 27.25% |
| 5 Year | 23.12% | 28.46% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.64% | -3.65% |
| 1 Year | 18.57% | 1.66% |
| 3 Year | 20.49% | 18.52% |
| 5 Year | 20.29% | 23.61% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 12.99% | 16.65% |
| 3 Year | 15.98% | 20.83% |
| 5 Year | 16.1% | 14.84% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 14.46% | 17.71% |
| Sharp | 0.97% | 1.02% |
| Beta | 0.98% | 0.91% |
| Alpha | -0.96% | 3.59% |
Fund Managers
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Rakesh Shetty |
| Total AUM | ₹354743 Cr | ₹33886 Cr |
| Funds Managed | 35 | 19 |
| ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 5.17 | 17.44 |
| Mid Cap | 71.89 | 61.87 |
| Small Cap | 14.02 | - |
| Large Cap | 8.92 | 20.69 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 1.58 | 7.52 |
| Industrials | 21.49 | 11.9 |
| Financial Services | 21.71 | 11.71 |
| Basic Materials | 26.99 | - |
| Communication Services | 8.53 | 8.74 |
| Consumer Cyclical | 11.55 | 18.46 |
| Real Estate | 6.3 | 2.43 |
| Healthcare | 1.33 | 1.61 |
| Utilities | 0.14 | - |
| Technology | 0.38 | 37.64 |
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