Sundaram Mid Cap Fund Regular Plan vs Motilal Oswal Midcap Fund compare

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹24488 Cr	₹11638 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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	2.15%	3.02%
6 Month	-8.84%	-5.98%
1 Year	14.09%	10.38%
3 Year	26.71%	22.14%
5 Year	35.6%	28.64%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-5.19%	-0.12%
1 Year	-10.03%	-5.04%
3 Year	26.05%	22.46%
5 Year	29.56%	23.06%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	18.45%	21.47%
3 Year	18.47%	18.34%
5 Year	13.83%	18.67%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	18.728%	16.453%
Sharp	1.047%	0.764%
Beta	0.892%	0.915%
Alpha	7.885%	0.528%

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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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	23.08	6.38
Mid Cap	69.66	65.33
Large Cap	7.25	15.27
Small Cap	-	13.03

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	23.08	5.37
Healthcare	5	11.03
Technology	34.02	6.45
Consumer Cyclical	16.09	18.88
Industrials	11.09	14.82
Utilities	2.06	2.1
Real Estate	2.8	3.43
Communication Services	3.44	3.32
Basic Materials	2.32	9.99
Financial Services	0.09	19.52
Energy	-	1.7
Consumer Defensive	-	3.4