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

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

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tortoise-icon 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) ₹12583 Cr ₹11825 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 02 Feb 2014 01 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 1.69 1.73
Manager Rakesh Shetty Ratish Varier
ISIN Code INF247L01411 INF903J01173
Exits Load Exit load of 1% if redeemed within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Month -0.36% -3.98%
6 Month 24.89% 11.45%
1 Year 60% 38.43%
3 Year 32.18% 22.04%
5 Year 31.8% 24.11%

SIP Return Analysis

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 50.71% 29.86%
3 Year 43.03% 32.77%
5 Year 39.38% 29.48%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 17.56% 21.22%
3 Year 17.47% 18.05%
5 Year 13.2% 18.53%

Risk Management

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.31% 13.35%
Sharp 1.86% 1.16%
Beta 0.83% 0.88%
Alpha 11.3% 2.72%

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Fund Managers

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
Fund Manage 19 3
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 10.12 6.5
Mid Cap 65.19 66.49
Large Cap 22.37 17.11
Small Cap 2.31 9.85

Sector Allocation

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.09 2.66
Energy 3.76 4.29
Healthcare 6.12 10.83
Capital Goods 7.41 11.59
Technology 13.79 4.25
Communication 10.65 0.34
Construction 8.26 2.45
Consumer Discretionary 11.42 4.72
Chemicals 3.17 3.8
Services 8.85 13.57
Financial 11.61 18.38
Automobile 11.86 9.82
Materials - 5.11
Consumer Staples - 1.94
Metals & Mining - 3.91
Insurance - 0.46
Unclassified - 1.83

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