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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 | 1.88 | 1.56 |
NAV | ₹767.31 | ₹99.45 |
Fund Started | 10 Sep 2002 | 03 Feb 2014 |
Fund Size | ₹6105.89 Cr | ₹33608.53 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.88
1.56
NAV
₹767.31
₹99.45
Fund Started
10 Sep 2002
03 Feb 2014
Fund Size
₹6105.89 Cr
₹33608.53 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 0.28% | 1.83% |
3 Year | 18.48% | 27.36% |
5 Year | 24.97% | 33.25% |
1 Year
0.28%
1.83%
3 Year
18.48%
27.36%
5 Year
24.97%
33.25%
Holding Analysis
Equity | 97.31% | 82.83% |
Cash | 2.69% | 17.17% |
Equity
97.31%
82.83%
Cash
2.69%
17.17%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
AU Small Finance Bank Ltd. | 3.70% |
Fortis Healthcare Ltd. | 3.61% |
Max Financial Services Ltd. | 3.25% |
K.P.R. Mill Ltd. | 2.76% |
Torrent Power Ltd. | 2.60% |
Prestige Estates Projects Ltd. | 2.45% |
The Federal Bank Ltd. | 2.36% |
JK Cement Ltd. | 2.18% |
Shriram Finance Ltd | 2.16% |
KPIT Technologies Ltd. | 2.16% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.48% |
Persistent Systems Ltd. | 9.60% |
Trent Ltd. | 9.39% |
Dixon Technologies (India) Ltd. | 9.07% |
Kalyan Jewellers India Ltd. | 7.57% |
Polycab India Ltd. | 5.05% |
Kei Industries Ltd. | 4.02% |
Bharti Hexacom Ltd. | 3.99% |
Max Healthcare Institute Ltd. | 3.85% |
Kaynes Technology India Ltd. | 2.95% |
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
