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Axis Midcap Fund vs Edelweiss Mid Cap Fund compare
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8268 Cr | ₹28380 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 26 Dec 2007 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 43% | 23% |
| Expense Ratio | 1.73 | 1.58 |
| Manager | Trideep Bhattacharya | Shreyash Devalkar |
| ISIN Code | INF843K01013 | INF846K01859 |
| Exits Load | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.49% | 2.45% |
| 6 Month | -4.8% | -5.45% |
| 1 Year | 14.49% | 8.71% |
| 3 Year | 23.2% | 16.27% |
| 5 Year | 32.13% | 23.48% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.25% | -0.62% |
| 1 Year | -3.22% | -7.4% |
| 3 Year | 24.51% | 17.19% |
| 5 Year | 25.28% | 17.81% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.08% | 16.93% |
| 3 Year | 20.39% | 19.46% |
| 5 Year | 20.04% | 19.52% |
Risk Management
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.57% | 13.08% |
| Sharp | 0.992% | 0.48% |
| Beta | 0.906% | 0.85% |
| Alpha | 1.762% | -3.5% |
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Fund Managers
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Shreyash Devalkar |
| Total AUM | ₹0 Cr | ₹166770 Cr |
| Funds Managed | 9 | 14 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.44 | 14.81 |
| Mid Cap | 72.33 | 65.43 |
| Small Cap | 13.57 | 4.44 |
| Large Cap | 9.66 | 15.31 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.54 | 14.69 |
| Industrials | 14.33 | 11.3 |
| Consumer Defensive | 4.99 | 0.68 |
| Basic Materials | 7.86 | 9.15 |
| Consumer Cyclical | 17.24 | 18.58 |
| Healthcare | 12.6 | 12.81 |
| Financial Services | 20.96 | 14.21 |
| Real Estate | 3.84 | 3.19 |
| Energy | 1.35 | 0.52 |
| Technology | 11.5 | 10.75 |
| Utilities | 0 | 1.15 |
| Communication Services | 1.79 | 2.97 |
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