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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 | 1.92 | 1.57 |
NAV | ₹724.97 | ₹94.43 |
Fund Started | 10 Sep 2002 | 03 Feb 2014 |
Fund Size | ₹5502.09 Cr | ₹26028.34 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
1.92
1.57
NAV
₹724.97
₹94.43
Fund Started
10 Sep 2002
03 Feb 2014
Fund Size
₹5502.09 Cr
₹26028.34 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 4.71% | 13.58% |
3 Year | 16.51% | 27.00% |
5 Year | 27.49% | 35.50% |
1 Year
4.71%
13.58%
3 Year
16.51%
27.00%
5 Year
27.49%
35.50%
Holding Analysis
Equity | 98.11% | 68.04% |
Cash | 0.99% | 13.51% |
Equity
98.11%
68.04%
Cash
0.99%
13.51%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.58% |
Cholamandalam Financial Holdings Ltd. | 3.07% |
Torrent Power Ltd. | 2.97% |
Gujarat Fluorochemicals Ltd. | 2.81% |
Glenmark Pharmaceuticals Ltd. | 2.80% |
Shriram Finance Ltd | 2.68% |
Max Financial Services Ltd. | 2.56% |
K.P.R. Mill Ltd. | 2.47% |
United Breweries Ltd. | 2.37% |
AU Small Finance Bank Ltd. | 2.34% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.53% |
Kalyan Jewellers India Ltd. | 7.18% |
Polycab India Ltd. | 4.40% |
Trent Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.20% |
One97 Communications Ltd. | 3.73% |
Dixon Technologies (India) Ltd. | 3.72% |
Bharti Hexacom Ltd. | 3.66% |
Kei Industries Ltd. | 2.78% |
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