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Sundaram Mid Cap Fund Regular Plan vs Motilal Oswal Midcap Fund 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) | ₹34749 Cr | ₹12585 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 | 4.06% | 4.53% |
| 6 Month | 9.95% | 12.95% |
| 1 Year | 1.03% | 6.1% |
| 3 Year | 25.69% | 24.2% |
| 5 Year | 32.77% | 27.02% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.75% | 0.7% |
| 1 Year | 1.04% | 10.52% |
| 3 Year | 20.91% | 19.82% |
| 5 Year | 24.97% | 20.59% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.24% | 20.33% |
| 3 Year | 20.42% | 19.02% |
| 5 Year | 14.63% | 18.97% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.71% | 15.06% |
| Sharp | 1.02% | 1.09% |
| Beta | 0.91% | 0.93% |
| Alpha | 3.53% | 1.50% |
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 | 18.03 | 6.89 |
| Mid Cap | 59.27 | 67.99 |
| Large Cap | 22.7 | 10.91 |
| Small Cap | - | 14.22 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.99 | 3.87 |
| Healthcare | 1.69 | 11.72 |
| Technology | 39.79 | 5.48 |
| Industrials | 16.82 | 14.8 |
| Consumer Cyclical | 23.94 | 17.35 |
| Communication Services | 3.22 | 2.15 |
| Financial Services | 3.15 | 19.58 |
| Real Estate | 2.39 | 3.58 |
| Basic Materials | - | 10.47 |
| Energy | - | 2.16 |
| Consumer Defensive | - | 6.31 |
| Utilities | - | 2.52 |
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