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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) | ₹38003 Cr | ₹13345 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 | -2.39% | -0.73% |
| 6 Month | 0.57% | 5.2% |
| 1 Year | -11.62% | 1.2% |
| 3 Year | 24.48% | 23.08% |
| 5 Year | 28.58% | 23.1% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.56% | 1.95% |
| 1 Year | 4.13% | 17.69% |
| 3 Year | 18.77% | 20.39% |
| 5 Year | 23.5% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.72% | 20.09% |
| 3 Year | 20.79% | 19.42% |
| 5 Year | 14.82% | 19.06% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.71% | 13.35% |
| Sharp | 1.03% | 1.14% |
| Beta | 0.91% | 0.93% |
| Alpha | 3.59% | 1.35% |
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 | 17.44 | 9.45 |
| Mid Cap | 61.87 | 67.27 |
| Large Cap | 20.69 | 10.28 |
| Small Cap | - | 13.01 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.52 | 6.72 |
| Healthcare | 1.61 | 10.39 |
| Financial Services | 11.71 | 20.32 |
| Technology | 37.64 | 5.69 |
| Consumer Cyclical | 18.46 | 16.05 |
| Communication Services | 8.74 | 2.21 |
| Industrials | 11.9 | 14.56 |
| Real Estate | 2.43 | 3.78 |
| Basic Materials | - | 9.54 |
| Energy | - | 2.21 |
| Consumer Defensive | - | 6.08 |
| Utilities | - | 2.46 |
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