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) | ₹6964 Cr | ₹37501 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 | 0.05% | -0.84% |
| 6 Month | 4.71% | 2.1% |
| 1 Year | 5.51% | -8.17% |
| 3 Year | 21.13% | 24.62% |
| 5 Year | 23.18% | 29.28% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.34% | -0.33% |
| 1 Year | 22.13% | 7.08% |
| 3 Year | 20.69% | 20.54% |
| 5 Year | 20.1% | 24.52% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 13.11% | 16.72% |
| 3 Year | 15.93% | 20.79% |
| 5 Year | 16.05% | 14.82% |
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% | 1.03% |
| 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 | 5.19 | 17.44 |
| Mid Cap | 71.68 | 61.87 |
| Small Cap | 14.32 | - |
| Large Cap | 8.81 | 20.69 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 1.3 | 7.52 |
| Industrials | 21.61 | 11.9 |
| Financial Services | 20.1 | 11.71 |
| Basic Materials | 27.85 | - |
| Communication Services | 9.29 | 8.74 |
| Consumer Cyclical | 11.2 | 18.46 |
| Real Estate | 6.76 | 2.43 |
| Healthcare | 1.36 | 1.61 |
| Utilities | 0.15 | - |
| Technology | 0.37 | 37.64 |
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