Products
Platform
Research
Market
Learn
Compare Motilal Oswal Nifty Midcap 150 Index Fund vs Sundaram Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1 | 1.75 |
NAV | ₹36.38 | ₹1367.88 |
Fund Started | 19 Aug 2019 | 24 Jun 2002 |
Fund Size | ₹2472.47 Cr | ₹12595.54 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1
1.75
NAV
₹36.38
₹1367.88
Fund Started
19 Aug 2019
24 Jun 2002
Fund Size
₹2472.47 Cr
₹12595.54 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1 Year | 0.15% | 3.93% |
3 Year | 21.31% | 22.89% |
5 Year | 27.03% | 26.99% |
1 Year
0.15%
3.93%
3 Year
21.31%
22.89%
5 Year
27.03%
26.99%
Holding Analysis
Equity | 100.02% | 95.63% |
Cash | -0.02% | 4.37% |
Equity
100.02%
95.63%
Cash
-0.02%
4.37%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 2.78% |
Max Healthcare Institute Ltd. | 2.61% |
Suzlon Energy Ltd. | 2.07% |
Dixon Technologies (India) Ltd. | 1.85% |
PB Fintech Ltd. | 1.69% |
Coforge Ltd. | 1.64% |
HDFC Asset Management Company Ltd. | 1.62% |
Persistent Systems Ltd. | 1.56% |
The Federal Bank Ltd. | 1.40% |
Cummins India Ltd. | 1.35% |
Name | Assets |
|---|---|
Coromandel International Ltd. | 3.66% |
Cummins India Ltd. | 3.64% |
Kalyan Jewellers India Ltd. | 2.84% |
Fortis Healthcare Ltd. | 2.64% |
GE Vernova T&D India Ltd. | 2.55% |
Mahindra & Mahindra Financial Services Ltd. | 2.44% |
Lupin Ltd. | 2.37% |
Hindustan Petroleum Corporation Ltd. | 2.04% |
JK Cement Ltd. | 2.02% |
Persistent Systems Ltd. | 1.99% |
Fund Manager
Name | Swapnil P Mayekar | Ratish Varier |
Start Date | 14 Jul 2022 | 01 Jan 2022 |
Name
Swapnil P Mayekar
Ratish Varier
Start Date
14 Jul 2022
01 Jan 2022
About Fund
Description | The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. | 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. |
Launch Date | 19 Aug 2019 | 24 Jun 2002 |
Description
The Scheme seeks investment return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error.
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.
Launch Date
19 Aug 2019
24 Jun 2002
