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Compare Sundaram 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 | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.77 | 1.58 |
NAV | ₹1251.44 | ₹97.40 |
Fund Started | 24 Jun 2002 | 03 Feb 2014 |
Fund Size | ₹12619.32 Cr | ₹24488.00 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.77
1.58
NAV
₹1251.44
₹97.40
Fund Started
24 Jun 2002
03 Feb 2014
Fund Size
₹12619.32 Cr
₹24488.00 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 16.87% | 31.34% |
3 Year | 22.14% | 28.31% |
5 Year | 20.67% | 27.49% |
1 Year
16.87%
31.34%
3 Year
22.14%
28.31%
5 Year
20.67%
27.49%
Holding Analysis
Equity | 94.27% | 90.80% |
Cash | 5.73% | 9.20% |
Equity
94.27%
90.80%
Cash
5.73%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Kalyan Jewellers India Ltd. | 3.65% |
Cummins India Ltd. | 3.20% |
The Federal Bank Ltd. | 3.05% |
Trent Ltd. | 2.82% |
Coromandel International Ltd. | 2.60% |
Lupin Ltd. | 2.59% |
Oberoi Realty Ltd. | 2.55% |
Persistent Systems Ltd. | 2.48% |
Fortis Healthcare Ltd. | 2.27% |
PB Fintech Ltd. | 2.02% |
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 | Ratish Varier | Ajay Khandelwal |
Start Date | 01 Jan 2022 | 16 Dec 2021 |
Name
Ratish Varier
Ajay Khandelwal
Start Date
01 Jan 2022
16 Dec 2021
About Fund
Description | The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. | 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 | 24 Jun 2002 | 03 Feb 2014 |
Description
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
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
24 Jun 2002
03 Feb 2014
