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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