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Compare Aditya Birla Sun Life Mid Cap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.87 | 1.62 |
NAV | ₹754.11 | ₹104.20 |
Fund Started | 10 Sep 2002 | 03 Feb 2014 |
Fund Size | ₹6014.70 Cr | ₹20055.68 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.87
1.62
NAV
₹754.11
₹104.20
Fund Started
10 Sep 2002
03 Feb 2014
Fund Size
₹6014.70 Cr
₹20055.68 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 30.48% | 56.76% |
3 Year | 15.97% | 31.90% |
5 Year | 22.62% | 31.38% |
1 Year
30.48%
56.76%
3 Year
15.97%
31.90%
5 Year
22.62%
31.38%
Holding Analysis
Equity | 99.36% | 97.60% |
Cash | 0.64% | 2.40% |
Equity
99.36%
97.60%
Cash
0.64%
2.40%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Torrent Power Ltd. | 3.33% |
Fortis Healthcare Ltd. | 3.22% |
Coromandel International Ltd. | 3.16% |
Glenmark Pharmaceuticals Ltd. | 2.82% |
Gujarat Fluorochemicals Ltd. | 2.75% |
Cholamandalam Financial Holdings Ltd. | 2.75% |
Max Financial Services Ltd. | 2.61% |
AU Small Finance Bank Ltd. | 2.45% |
Mphasis Ltd. | 2.39% |
Shriram Finance Ltd | 2.34% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.88% |
Kalyan Jewellers India Ltd. | 9.50% |
Polycab India Ltd. | 9.29% |
Persistent Systems Ltd. | 8.04% |
JIO Financial Services Ltd. | 8.04% |
Bajaj Auto Ltd. | 6.71% |
Tube Investments Of India Ltd. | 6.03% |
Mahindra & Mahindra Ltd. | 5.18% |
Voltas Ltd. | 4.11% |
Zomato Ltd. | 3.92% |
Fund Manager
Name | Dhaval Joshi | Ajay Khandelwal |
Start Date | 21 Nov 2022 | 16 Dec 2021 |
Name
Dhaval Joshi
Ajay Khandelwal
Start Date
21 Nov 2022
16 Dec 2021
About Fund
Description | The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 10 Sep 2002 | 03 Feb 2014 |
Description
The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
10 Sep 2002
03 Feb 2014
