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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 | 1.58 |
NAV | ₹679.18 | ₹91.79 |
Fund Started | 10 Sep 2002 | 03 Feb 2014 |
Fund Size | ₹5532.80 Cr | ₹24488.00 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.87
1.58
NAV
₹679.18
₹91.79
Fund Started
10 Sep 2002
03 Feb 2014
Fund Size
₹5532.80 Cr
₹24488.00 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 4.31% | 20.28% |
3 Year | 13.88% | 27.36% |
5 Year | 18.76% | 26.22% |
1 Year
4.31%
20.28%
3 Year
13.88%
27.36%
5 Year
18.76%
26.22%
Holding Analysis
Equity | 95.84% | 75.62% |
Cash | 4.16% | 24.38% |
Equity
95.84%
75.62%
Cash
4.16%
24.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.59% |
Torrent Power Ltd. | 2.91% |
Cholamandalam Financial Holdings Ltd. | 2.65% |
Glenmark Pharmaceuticals Ltd. | 2.63% |
AU Small Finance Bank Ltd. | 2.61% |
Mphasis Ltd. | 2.58% |
United Breweries Ltd. | 2.53% |
K.P.R. Mill Ltd. | 2.53% |
Gujarat Fluorochemicals Ltd. | 2.49% |
Max Financial Services Ltd. | 2.47% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.85% |
Coforge Ltd. | 9.62% |
Kalyan Jewellers India Ltd. | 7.19% |
Trent Ltd. | 6.16% |
Dixon Technologies (India) Ltd. | 6.12% |
Polycab India Ltd. | 4.56% |
Max Healthcare Institute Ltd. | 3.49% |
Bharti Hexacom Ltd. | 3.36% |
One97 Communications Ltd. | 3.17% |
Oracle Financial Services Software Ltd. | 2.85% |
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
