Compare Sundaram Mid Cap Fund vs Motilal Oswal Midcap Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.74
1.57
NAV
₹1371.78
₹88.05
Fund Started
24 Jun 2002
03 Feb 2014
Fund Size
₹12917.24 Cr
₹34432.18 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1%, if redeemed within 365 days.
1 Year
22.77%
-0.70%
3 Year
24.46%
20.10%
5 Year
18.89%
21.58%
Equity
96.24%
93.46%
Cash
3.76%
6.54%
Top 10 Holdings
Cummins India Ltd. | 3.56% |
Mahindra & Mahindra Financial Services Ltd. | 3.35% |
GE Vernova T&D India Ltd | 2.98% |
Coromandel International Ltd. | 2.83% |
IDFC First Bank Ltd. | 2.46% |
The Federal Bank Ltd. | 2.36% |
Jindal Steel Ltd. | 2.09% |
Hindustan Petroleum Corporation Ltd. | 2.07% |
BSE Ltd. | 2.05% |
Indian Bank | 2.02% |
Persistent Systems Ltd. | 9.85% |
Coforge Ltd. | 9.61% |
One97 Communications Ltd. | 7.70% |
Nifty 50 | 7.12% |
Eternal Ltd. | 6.85% |
Kalyan Jewellers India Ltd. | 6.45% |
Bharti Airtel Ltd. | 5.44% |
Aditya Birla Capital Ltd. | 5.07% |
Kei Industries Ltd. | 4.77% |
Dixon Technologies (India) Ltd. | 4.54% |
Name
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Start Date
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Description
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.
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
24 Jun 2002
03 Feb 2014
