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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) | ₹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 | 1.3% | -0.25% |
| 6 Month | 11.07% | 10.2% |
| 1 Year | 3.2% | 2.1% |
| 3 Year | 23.73% | 18.17% |
| 5 Year | 27.94% | 20.68% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.75% | 2.46% |
| 1 Year | 16.78% | 14.22% |
| 3 Year | 23.67% | 18.29% |
| 5 Year | 23.18% | 17.26% |
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 | 15.59% | 13.08% |
| Sharp | 1.08% | 0.82% |
| Beta | 0.94% | 0.83% |
| Alpha | 1.60% | -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 |
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