Sundaram Mid Cap Fund Regular Plan vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
| 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 |
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.24% | 3.73% |
| 6 Month | 34.13% | 26.72% |
| 1 Year | 69.98% | 55.76% |
| 3 Year | 38.51% | 27.27% |
| 5 Year | 34.26% | 27% |
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.36% | 21.78% |
| 3 Year | 68.32% | 55% |
| 5 Year | 137.54% | 101.07% |
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 33.77% | 26.93% |
| 3 Year | 102.56% | 73.41% |
| 5 Year | 158.43% | 110.61% |
| 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% | 1.37% |
| Beta | 0.83% | 0.87% |
| Alpha | 11.3% | 1.34% |
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| 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 |
| 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 |
| 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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