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

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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Sundaram Mid Cap Fund Regular Plan - Growth

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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)	₹20056 Cr	₹12350 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	1.62	1.74
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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	7.79%	3.46%
6 Month	20.56%	7.62%
1 Year	54.39%	35.63%
3 Year	35.41%	26.68%
5 Year	32.96%	24.79%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	52.15%	26.13%
3 Year	45.56%	32.98%
5 Year	41.09%	29.8%

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%

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%	1.22%
Beta	0.83%	0.88%
Alpha	11.3%	3.05%

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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	2.4	5.82
Mid Cap	71.9	67.46
Large Cap	23.85	13.04
Small Cap	1.86	13.95

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	2.4	5.82
Healthcare Services	3.81	4.37
Electrical Equipment	2.63	3.19
IT - Software	20.67	4.71
Automobiles	11.89	1.48
Capital Markets	1.78	2.39
Realty	2.4	3.04
Consumer Durables	15.71	6.05
Chemicals & Petrochemicals	3.46	1.47
Telecom - Services	0.59	1.12
Pharmaceuticals & Biotechnology	1.39	6.89
Industrial Products	9.29	7.67
Finance	8.04	8.57
Retailing	3.92	4.29
Auto Components	9.57	7.23
Financial Technology (Fintech)	2.46	1.67
Cement & Cement Products	-	1.94
Leisure Services	-	3.59
Petroleum Products	-	1.42
Transport Services	-	2.13
Fertilizers & Agrochemicals	-	3.11
Banks	-	8.64
Insurance	-	1.28
Agricultural Food & other Products	-	1.22
Gas	-	0.9
Aerospace & Defense	-	1.31
Food Products	-	0.88
Beverages	-	1.19
Ferrous Metals	-	0.99
Power	-	1.71