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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 | 1.87 | 1.54 |
NAV | ₹789.20 | ₹100.41 |
Fund Started | 10 Sep 2002 | 03 Feb 2014 |
Fund Size | ₹6271.07 Cr | ₹38002.68 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
1.87
1.54
NAV
₹789.20
₹100.41
Fund Started
10 Sep 2002
03 Feb 2014
Fund Size
₹6271.07 Cr
₹38002.68 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -1.13% | -10.45% |
3 Year | 18.55% | 23.84% |
5 Year | 20.73% | 28.86% |
1 Year
-1.13%
-10.45%
3 Year
18.55%
23.84%
5 Year
20.73%
28.86%
Holding Analysis
Equity | 98.26% | 87.22% |
Cash | 1.74% | 12.77% |
Equity
98.26%
87.22%
Cash
1.74%
12.77%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
AU Small Finance Bank Ltd. | 3.93% |
Max Financial Services Ltd. | 3.02% |
The Federal Bank Ltd. | 2.82% |
APL Apollo Tubes Ltd. | 2.73% |
K.P.R. Mill Ltd. | 2.56% |
Prestige Estates Projects Ltd. | 2.55% |
Thermax Ltd. | 2.53% |
Torrent Power Ltd. | 2.31% |
JK Cement Ltd. | 2.18% |
Mphasis Ltd. | 2.14% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.47% |
Coforge Ltd. | 9.32% |
One97 Communications Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.68% |
Eternal Ltd. | 8.47% |
Kalyan Jewellers India Ltd. | 8.16% |
Trent Ltd. | 6.26% |
Polycab India Ltd. | 5.49% |
Kaynes Technology India Ltd. | 4.47% |
Kei Industries Ltd. | 4.30% |
Fund Manager
Name | Dhaval Joshi | Ajay Khandelwal |
Start Date | 10 Jun 2024 | 25 Jul 2025 |
Name
Dhaval Joshi
Ajay Khandelwal
Start Date
10 Jun 2024
25 Jul 2025
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