- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Motilal Oswal Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹33609 Cr | ₹12818 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 24 Feb 2014 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 120% | 45% |
| Expense Ratio | 1.58 | 1.77 |
| Manager | Rakesh Shetty | Ratish Varier |
| ISIN Code | INF247L01411 | INF903J01173 |
| Exits Load | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Mid Cap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.72% | -1.09% |
| 6 Month | 10.95% | 16% |
| 1 Year | 3.93% | 3.93% |
| 3 Year | 28% | 22.89% |
| 5 Year | 33.9% | 26.9% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.38% | 6.87% |
| 1 Year | -0.92% | 6.37% |
| 3 Year | 24.11% | 21.64% |
| 5 Year | 27.57% | 22.07% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.59% | 20.64% |
| 3 Year | 19.99% | 18.9% |
| 5 Year | 14.42% | 18.91% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.44% | 15.11% |
| Sharp | 1.21% | 1.12% |
| Beta | 0.86% | 0.91% |
| Alpha | 6.06% | 1.10% |
Fund Managers
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Rakesh Shetty | Ratish Varier |
| Total AUM | ₹33886 Cr | ₹12102 Cr |
| Funds Managed | 19 | 3 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 27.32 | 8.46 |
| Mid Cap | 59.26 | 66.65 |
| Large Cap | 13.42 | 10.65 |
| Small Cap | - | 14.24 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 17.96 | 5.49 |
| Healthcare | 3.7 | 11.57 |
| Technology | 34.22 | 5.61 |
| Industrials | 18.95 | 14.27 |
| Real Estate | 2.03 | 3.59 |
| Consumer Cyclical | 16.7 | 17.91 |
| Communication Services | 3.85 | 2.32 |
| Financial Services | 2.6 | 19.28 |
| Basic Materials | - | 11.06 |
| Energy | - | 2.04 |
| Consumer Defensive | - | 4.27 |
| Utilities | - | 2.59 |
Top Comparisons
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.58%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns23.97%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.65%
Quant Flexi Cap Fund-Growth
3Y Returns17.04%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.19%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.28%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns17.3%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns15.6%
