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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 | 1.57 |
NAV | ₹783.11 | ₹100.74 |
Fund Started | 10 Sep 2002 | 03 Feb 2014 |
Fund Size | ₹5922.32 Cr | ₹30401.09 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
1.57
NAV
₹783.11
₹100.74
Fund Started
10 Sep 2002
03 Feb 2014
Fund Size
₹5922.32 Cr
₹30401.09 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 3.46% | 8.39% |
3 Year | 24.35% | 35.95% |
5 Year | 28.17% | 36.48% |
1 Year
3.46%
8.39%
3 Year
24.35%
35.95%
5 Year
28.17%
36.48%
Holding Analysis
Equity | 98.45% | 68.82% |
Cash | 1.55% | 31.18% |
Equity
98.45%
68.82%
Cash
1.55%
31.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.37% |
AU Small Finance Bank Ltd. | 3.28% |
Max Financial Services Ltd. | 3.11% |
K.P.R. Mill Ltd. | 2.85% |
Torrent Power Ltd. | 2.55% |
Cholamandalam Financial Holdings Ltd. | 2.46% |
Glenmark Pharmaceuticals Ltd. | 2.34% |
Shriram Finance Ltd | 2.30% |
APL Apollo Tubes Ltd. | 2.30% |
Prestige Estates Projects Ltd. | 2.27% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.74% |
Kalyan Jewellers India Ltd. | 8.02% |
Polycab India Ltd. | 4.93% |
Bharti Hexacom Ltd. | 4.06% |
Dixon Technologies (India) Ltd. | 4.04% |
Trent Ltd. | 3.98% |
One97 Communications Ltd. | 3.78% |
Max Healthcare Institute Ltd. | 3.69% |
Kei Industries Ltd. | 3.27% |
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