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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 | ₹23.00 | ₹103.39 |
Fund Started | 15 Mar 2021 | 03 Feb 2014 |
Fund Size | ₹293.07 Cr | ₹18604.02 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
₹23.00
₹103.39
Fund Started
15 Mar 2021
03 Feb 2014
Fund Size
₹293.07 Cr
₹18604.02 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 | 40.40% | 63.24% |
3 Year | 21.19% | 32.09% |
5 Year | - | 31.91% |
1 Year
40.40%
63.24%
3 Year
21.19%
32.09%
5 Year
-
31.91%
Holding Analysis
Equity | 99.85% | 80.98% |
Cash | 0.15% | 3.89% |
Equity
99.85%
80.98%
Cash
0.15%
3.89%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Suzlon Energy Ltd. | 2.67% |
Max Healthcare Institute Ltd. | 2.06% |
The Indian Hotels Company Ltd. | 1.69% |
Persistent Systems Ltd. | 1.63% |
Lupin Ltd. | 1.49% |
Dixon Technologies (India) Ltd. | 1.47% |
Cummins India Ltd. | 1.45% |
PB Fintech Ltd. | 1.44% |
Colgate-Palmolive (India) Ltd. | 1.42% |
BSE Ltd. | 1.41% |
Name | Assets |
|---|---|
Kalyan Jewellers India Ltd. | 9.97% |
Polycab India Ltd. | 9.53% |
JIO Financial Services Ltd. | 8.81% |
Coforge Ltd. | 8.49% |
Persistent Systems Ltd. | 7.91% |
Tube Investments Of India Ltd. | 5.75% |
Voltas Ltd. | 4.96% |
Balkrishna Industries Ltd. | 3.85% |
Zomato Ltd. | 3.67% |
Max Healthcare Institute Ltd. | 2.90% |
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
