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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 | ₹713.06 | ₹100.36 |
Fund Started | 10 Sep 2002 | 03 Feb 2014 |
Fund Size | ₹5911.27 Cr | ₹26421.09 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
1.58
NAV
₹713.06
₹100.36
Fund Started
10 Sep 2002
03 Feb 2014
Fund Size
₹5911.27 Cr
₹26421.09 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 11.64% | 33.55% |
3 Year | 12.67% | 28.00% |
5 Year | 20.21% | 29.91% |
1 Year
11.64%
33.55%
3 Year
12.67%
28.00%
5 Year
20.21%
29.91%
Holding Analysis
Equity | 99.79% | 90.80% |
Cash | 0.21% | 9.20% |
Equity
99.79%
90.80%
Cash
0.21%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.78% |
Torrent Power Ltd. | 2.77% |
Glenmark Pharmaceuticals Ltd. | 2.72% |
Gujarat Fluorochemicals Ltd. | 2.71% |
K.P.R. Mill Ltd. | 2.52% |
Mphasis Ltd. | 2.40% |
Max Financial Services Ltd. | 2.31% |
Cholamandalam Financial Holdings Ltd. | 2.28% |
AU Small Finance Bank Ltd. | 2.28% |
United Breweries Ltd. | 2.25% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
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
