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) | ₹6492 Cr | ₹34780 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 | 3.33% | 4.14% |
6 Month | 24.8% | 19.55% |
1 Year | 1.35% | -0.18% |
3 Year | 21.66% | 27.07% |
5 Year | 25.93% | 32.88% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 5.92% | 6.82% |
1 Year | 17.76% | 11.17% |
3 Year | 21.89% | 26.59% |
5 Year | 21.22% | 28.66% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
1 Year | 13.67% | 17.59% |
3 Year | 15.45% | 19.99% |
5 Year | 15.84% | 14.42% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 14.46% | 17.40% |
Sharp | 0.89% | 1.11% |
Beta | 0.97% | 0.86% |
Alpha | -0.46% | 6.74% |
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 | 6.03 | 12.4 |
Mid Cap | 69.66 | 63.22 |
Small Cap | 17.12 | - |
Large Cap | 7.18 | 24.39 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 2.07 | 2.61 |
Industrials | 21.95 | 20.24 |
Financial Services | 18.82 | 3.2 |
Basic Materials | 26.28 | - |
Communication Services | 10.54 | 3.34 |
Healthcare | 2.82 | 3.21 |
Consumer Cyclical | 10.46 | 26.86 |
Technology | 0.38 | 37.96 |
Real Estate | 6.55 | 2.58 |
Utilities | 0.13 | - |
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