Aditya Birla Sun Life MidCap Fund vs Motilal Oswal Midcap Fund compare
Aditya Birla Sun Life MidCap Fund-Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life 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) | ₹6015 Cr | ₹20056 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 03 Oct 2002 | 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 | 16% | 120% |
| Expense Ratio | 1.87 | 1.62 |
| Manager | Dhaval Joshi | Rakesh Shetty |
| ISIN Code | INF209K01363 | INF247L01411 |
| Exits Load | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 |
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -5.67% | -11.92% |
| 6 Month | -4.32% | 0.74% |
| 1 Year | 14.96% | 31.42% |
| 3 Year | 15.09% | 28.2% |
| 5 Year | 20.23% | 28.51% |
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.32% | 21.54% |
| 3 Year | 21.04% | 36.53% |
| 5 Year | 23.1% | 36.06% |
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 20.84% | 17.56% |
| 3 Year | 18.53% | 17.47% |
| 5 Year | 15.28% | 13.2% |
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.87% | 13.31% |
| Sharp | 0.7% | 1.86% |
| Beta | 0.9% | 0.83% |
| Alpha | -3.27% | 11.3% |
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| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Rakesh Shetty |
| Total AUM | ₹361932 Cr | ₹33886 Cr |
| Fund Manage | 55 | 19 |
| Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 0.64 | 2.4 |
| Large Cap | 8.02 | 23.85 |
| Small Cap | 25.69 | 1.86 |
| Mid Cap | 65.58 | 71.9 |
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 0.64 | 2.4 |
| Telecom - Services | 0.05 | 0.59 |
| Auto Components | 9.47 | 9.57 |
| Construction | 1.8 | - |
| Cement & Cement Products | 3.77 | - |
| Pharmaceuticals & Biotechnology | 7.14 | 1.39 |
| Leisure Services | 1.97 | - |
| Paper, Forest & Jute Products | 0.98 | - |
| Healthcare Services | 4.64 | 3.81 |
| Banks | 5.71 | - |
| Chemicals & Petrochemicals | 3.49 | 3.46 |
| Transport Services | 0.92 | - |
| Ferrous Metals | 1.49 | - |
| Finance | 9.56 | 8.04 |
| Capital Markets | 1.77 | 1.78 |
| Consumer Durables | 7.07 | 15.71 |
| Electrical Equipment | 3 | 2.63 |
| Fertilizers & Agrochemicals | 3.16 | - |
| Insurance | 2.61 | - |
| Agricultural Food & other Products | 0.4 | - |
| Industrial Products | 4.78 | 9.29 |
| Gas | 1.52 | - |
| Agricultural, Commercial & Construction Vehicles | 0.87 | - |
| Realty | 2.16 | 2.4 |
| IT - Software | 3.52 | 20.67 |
| Entertainment | 1.09 | - |
| Oil | 0.78 | - |
| Retailing | 3.22 | 3.92 |
| Automobiles | 0.83 | 11.89 |
| Industrial Manufacturing | 0.47 | - |
| Personal Products | 0.36 | - |
| Minerals & Mining | 1.44 | - |
| Beverages | 3.47 | - |
| Transport Infrastructure | 0.12 | - |
| Power | 3.33 | - |
| Textiles & Apparels | 2.33 | - |
| Financial Technology (Fintech) | - | 2.46 |
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