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) | ₹11731 Cr | ₹31147 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 | 0.07% | -0.9% |
6 Month | 13.14% | 12.71% |
1 Year | 1.86% | 0.63% |
3 Year | 24.98% | 19.02% |
5 Year | 29.33% | 22.05% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.81% | 1.87% |
1 Year | 13.37% | 13.46% |
3 Year | 23.28% | 18.44% |
5 Year | 23.16% | 17.52% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.38% | 16.23% |
3 Year | 21.06% | 19.32% |
5 Year | 20.55% | 19.77% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.52% | 13.08% |
Sharp | 1.03% | 0.82% |
Beta | 0.92% | 0.83% |
Alpha | 1.68% | -1.63% |
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 | 7.34 | 12.73 |
Mid Cap | 70.95 | 69.27 |
Small Cap | 13.24 | 5.36 |
Large Cap | 8.47 | 12.64 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.62 | 8.39 |
Industrials | 14.71 | 15.78 |
Consumer Defensive | 4.53 | 0.09 |
Consumer Cyclical | 14.24 | 22.23 |
Healthcare | 10.47 | 11.51 |
Financial Services | 24.25 | 14.81 |
Basic Materials | 11.05 | 9.92 |
Real Estate | 2.71 | 2.98 |
Energy | 2.41 | 0.82 |
Communication Services | 1.78 | 2.96 |
Technology | 9.68 | 9.34 |
Utilities | 0.57 | 1.16 |
Top Comparisons
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns18.15%
Axis Value Fund - Regular Plan - Growth
3Y Returns23.7%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.35%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.34%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.97%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.82%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.29%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns8.02%