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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) | ₹13650 Cr | ₹31717 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 | -4.25% | -4.82% |
| 6 Month | -2.7% | -5.96% |
| 1 Year | 6.35% | 3.9% |
| 3 Year | 24.56% | 18.24% |
| 5 Year | 22.45% | 15.97% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.23% | -3.09% |
| 1 Year | 11.72% | 3.54% |
| 3 Year | 19.08% | 12.36% |
| 5 Year | 20.62% | 14.02% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.91% | 15.62% |
| 3 Year | 21.6% | 19.18% |
| 5 Year | 20.79% | 19.77% |
Risk Management
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.78% | 13.08% |
| Sharp | 1.21% | 0.93% |
| Beta | 0.94% | 0.82% |
| Alpha | 2.33% | -1.15% |
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 | 9.83 | 15.17 |
| Mid Cap | 71.13 | 68.9 |
| Small Cap | 10.64 | 3.72 |
| Large Cap | 8.41 | 12.2 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.22 | 7.11 |
| Industrials | 13.36 | 18.23 |
| Consumer Defensive | 4.81 | 0.09 |
| Consumer Cyclical | 14.55 | 20.46 |
| Healthcare | 8.08 | 9.61 |
| Financial Services | 29.72 | 18.89 |
| Basic Materials | 9.89 | 7.83 |
| Real Estate | 2.85 | 3.15 |
| Energy | 2.24 | 1 |
| Communication Services | 2.39 | 3.49 |
| Technology | 9.35 | 8.92 |
| Utilities | 0.55 | 1.23 |
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