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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
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) | ₹24488 Cr | ₹11638 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 24 Feb 2014 | 19 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 | 1.58 | 1.77 |
| Manager | Rakesh Shetty | Ratish Varier |
| ISIN Code | INF247L01411 | INF903J01173 |
| Exits Load | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Mid Cap 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.46% | 8.36% |
| 6 Month | -13.88% | -13.77% |
| 1 Year | 16.94% | 12.4% |
| 3 Year | 28.27% | 21.66% |
| 5 Year | 36.62% | 30.16% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -8.8% | -4.85% |
| 1 Year | -9.53% | -7.74% |
| 3 Year | 26.71% | 21.91% |
| 5 Year | 30.51% | 23.22% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.45% | 21.47% |
| 3 Year | 18.47% | 18.34% |
| 5 Year | 13.83% | 18.67% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.728% | 16.453% |
| Sharp | 1.047% | 0.764% |
| Beta | 0.892% | 0.915% |
| Alpha | 7.885% | 0.528% |
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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 |
| Funds Managed | 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 | 23.08 | 6.38 |
| Mid Cap | 69.66 | 65.33 |
| Large Cap | 7.25 | 15.27 |
| Small Cap | - | 13.03 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 23.08 | 5.37 |
| Healthcare | 5 | 11.03 |
| Technology | 34.02 | 6.45 |
| Consumer Cyclical | 16.09 | 18.88 |
| Industrials | 11.09 | 14.82 |
| Utilities | 2.06 | 2.1 |
| Real Estate | 2.8 | 3.43 |
| Communication Services | 3.44 | 3.32 |
| Basic Materials | 2.32 | 9.99 |
| Financial Services | 0.09 | 19.52 |
| Energy | - | 1.7 |
| Consumer Defensive | - | 3.4 |
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