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Compare Aditya Birla Sun Life Nifty Midcap 150 Index 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
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.01
1.62
NAV
₹22.34
₹104.20
Fund Started
15 Mar 2021
03 Feb 2014
Fund Size
₹285.42 Cr
₹20055.68 Cr
Exit Load
Exit load of 0.25%, if redeemed within 15 days.
Exit load of 1% if redeemed within 1 year.

Risk

Very High
Very High

Rating

3.0
5.0

Min SIP Amount

₹100
₹500

Expense Ratio

1.01
1.62

NAV

₹22.34
₹104.20

Fund Started

15 Mar 2021
03 Feb 2014

Fund Size

₹285.42 Cr
₹20055.68 Cr

Exit Load

Exit load of 0.25%, if redeemed within 15 days.
Exit load of 1% if redeemed within 1 year.

Returns

1 Year
29.73%
56.76%
3 Year
19.75%
31.90%
5 Year
-
31.38%

1 Year

29.73%
56.76%

3 Year

19.75%
31.90%

5 Year

-
31.38%

Holding Analysis

Equity
99.97%
97.60%
Cash
0.03%
2.40%

Equity

99.97%
97.60%

Cash

0.03%
2.40%

Top Holdings

Top 10 Holdings
Name
Assets
Suzlon Energy Ltd.
2.38%
Max Healthcare Institute Ltd.
2.26%
BSE Ltd.
1.81%
The Indian Hotels Company Ltd.
1.78%
Persistent Systems Ltd.
1.71%
PB Fintech Ltd.
1.61%
Dixon Technologies (India) Ltd.
1.59%
Lupin Ltd.
1.58%
Coforge Ltd.
1.52%
The Federal Bank Ltd.
1.49%
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%

Top 10 Holdings

Name
Assets
Suzlon Energy Ltd.
2.38%
Max Healthcare Institute Ltd.
2.26%
BSE Ltd.
1.81%
The Indian Hotels Company Ltd.
1.78%
Persistent Systems Ltd.
1.71%
PB Fintech Ltd.
1.61%
Dixon Technologies (India) Ltd.
1.59%
Lupin Ltd.
1.58%
Coforge Ltd.
1.52%
The Federal Bank Ltd.
1.49%
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
Haresh Mehta
Ajay Khandelwal
Start Date
31 Mar 2023
16 Dec 2021

Name

Haresh Mehta
Ajay Khandelwal

Start Date

31 Mar 2023
16 Dec 2021

About Fund

Description
The scheme seeks to provide returns that closely correspond to the total returns of securities as represented by Nifty Midcap 150 Index, subject to tracking errors.
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
15 Mar 2021
03 Feb 2014

Description

The scheme seeks to provide returns that closely correspond to the total returns of securities as represented by Nifty Midcap 150 Index, subject to tracking errors.
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

15 Mar 2021
03 Feb 2014