Aditya Birla Sun Life MidCap Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Chart Comparison

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

Overview

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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month 2.31% 7.79%
6 Month 2.51% 20.56%
1 Year 25.11% 54.39%
3 Year 18.31% 35.41%
5 Year 23.02% 32.96%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 17.56% 52.15%
3 Year 25.7% 45.56%
5 Year 26.05% 41.09%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 13.87% 13.31%
Sharp 0.8% 1.86%
Beta 0.9% 0.83%
Alpha -2.58% 11.3%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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