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) | ₹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 | -11.92% | -6.79% |
| 6 Month | 0.74% | -0.68% |
| 1 Year | 31.42% | 19.73% |
| 3 Year | 28.2% | 21.51% |
| 5 Year | 28.51% | 21.21% |
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.54% | 8.89% |
| 3 Year | 36.53% | 27.33% |
| 5 Year | 36.06% | 26.51% |
| 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% | 1.16% |
| Beta | 0.83% | 0.88% |
| Alpha | 11.3% | 3.17% |
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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 |
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