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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
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) | ₹5533 Cr | ₹24488 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 | 1.58 |
| 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 | 2.38% | 1.45% |
| 6 Month | -6.56% | -9.71% |
| 1 Year | 6.7% | 13.24% |
| 3 Year | 16.1% | 26.18% |
| 5 Year | 28.37% | 36.67% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.51% | -5.19% |
| 1 Year | -6.32% | -10.03% |
| 3 Year | 18.08% | 26.05% |
| 5 Year | 19.93% | 29.56% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 21% | 18.45% |
| 3 Year | 18.45% | 18.47% |
| 5 Year | 15.37% | 13.83% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.87% | 18.728% |
| Sharp | 0.52% | 1.047% |
| Beta | 0.93% | 0.892% |
| Alpha | -3.5% | 7.885% |
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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 |
| Funds Managed | 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 | 3.74 | 23.08 |
| Small Cap | 16.35 | - |
| Mid Cap | 67.82 | 69.66 |
| Large Cap | 12.09 | 7.25 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 3.74 | 23.08 |
| Construction | 0.82 | - |
| IT - Services | 0.61 | - |
| Finance | 10.11 | - |
| Retailing | 2.7 | - |
| Pharmaceuticals & Biotechnology | 7.64 | - |
| Chemicals & Petrochemicals | 4.81 | - |
| IT - Software | 6.25 | - |
| Leisure Services | 2.42 | - |
| Paper, Forest & Jute Products | 0.8 | - |
| Healthcare Services | 4.76 | - |
| Auto Components | 5.87 | - |
| Banks | 6.93 | - |
| Electrical Equipment | 2.51 | - |
| Transport Services | 0.81 | - |
| Capital Markets | 1.59 | - |
| Fertilizers & Agrochemicals | 1.73 | - |
| Insurance | 2.42 | - |
| Industrial Products | 7.13 | - |
| Diversified Metals | 0.88 | - |
| Realty | 3.6 | - |
| Ferrous Metals | 2.47 | - |
| Consumer Durables | 4.27 | - |
| Oil | 0.38 | - |
| Automobiles | 0.88 | - |
| Minerals & Mining | 1.96 | - |
| Beverages | 3.23 | - |
| Transport Infrastructure | 0.68 | - |
| Textiles & Apparels | 3.34 | - |
| Power | 2.75 | - |
| Cement & Cement Products | 1.91 | - |
| Healthcare | - | 5 |
| Technology | - | 34.02 |
| Consumer Cyclical | - | 16.09 |
| Industrials | - | 11.09 |
| Utilities | - | 2.06 |
| Real Estate | - | 2.8 |
| Communication Services | - | 3.44 |
| Basic Materials | - | 2.32 |
| Financial Services | - | 0.09 |
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