Compare Sundaram Mid Cap Fund vs Motilal Oswal Midcap Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.74 | 1.62 |
NAV | ₹1307.82 | ₹102.29 |
Fund Started | 24 Jun 2002 | 03 Feb 2014 |
Fund Size | ₹12350.49 Cr | ₹20055.68 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 | 38.34% | 57.39% |
3 Year | 20.84% | 30.30% |
5 Year | 23.88% | 30.89% |
Holding Analysis
Equity | 94.93% | 97.60% |
Cash | 5.07% | 2.40% |
Top Holdings
Top 10 Holdings |
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Fund Manager
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 |
