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) ₹5801 Cr ₹12583 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 05 Oct 2002 02 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 1.9 1.69
Manager Dhaval Joshi Rakesh Shetty
ISIN Code INF209K01363 INF247L01411
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month 7.09% 3.24%
6 Month 34.69% 34.13%
1 Year 44.39% 69.98%
3 Year 21.87% 38.51%
5 Year 26.5% 34.26%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 19.77% 25.36%
3 Year 45.54% 68.32%
5 Year 92.94% 137.54%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 27% 33.77%
3 Year 67.79% 102.56%
5 Year 101.59% 158.43%

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 1.05% 1.86%
Beta 0.88% 0.83%
Alpha -2.1% 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 1.32 10.12
Mid Cap 66.67 65.19
Small Cap 19.03 2.31
Large Cap 12.94 22.37

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 1.23 3.09
Healthcare 9.43 6.12
Communication 0.53 10.65
Materials 4.97 -
Services 8.88 8.85
Consumer Staples 5.14 -
Automobile 7.89 11.86
Financial 18.59 11.61
Chemicals 6.17 3.17
Energy 5.64 3.76
Metals & Mining 5.81 -
Capital Goods 11.59 7.41
Construction 2.71 8.26
Technology 3.34 13.79
Consumer Discretionary 5.37 11.42
Textiles 2.67 -

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