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) | ₹6824 Cr | ₹33609 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 | -2.32% | -0.72% |
6 Month | 17.84% | 10.95% |
1 Year | 4.41% | 3.93% |
3 Year | 21.49% | 28% |
5 Year | 26.67% | 33.9% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
6 Month | 8.33% | 5.38% |
1 Year | 10.49% | -0.92% |
3 Year | 20.77% | 24.11% |
5 Year | 20.89% | 27.57% |
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% | 17.44% |
Sharp | 1.02% | 1.21% |
Beta | 0.96% | 0.86% |
Alpha | -1.28% | 6.06% |
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 | 27.32 |
Mid Cap | 69.66 | 59.26 |
Small Cap | 17.12 | - |
Large Cap | 7.18 | 13.42 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
---|---|---|
Others | 2.07 | 17.96 |
Industrials | 21.95 | 18.95 |
Financial Services | 18.82 | 2.6 |
Basic Materials | 26.28 | - |
Communication Services | 10.54 | 3.85 |
Healthcare | 2.82 | 3.7 |
Consumer Cyclical | 10.46 | 16.7 |
Technology | 0.38 | 34.22 |
Real Estate | 6.55 | 2.03 |
Utilities | 0.13 | - |
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