Axis Midcap Fund vs Edelweiss Mid Cap Fund compare

Axis Midcap Fund vs Edelweiss Mid Cap Fund compare

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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Axis Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹12647 Cr	₹32069 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	0.36%	-1.48%
6 Month	4.33%	1.46%
1 Year	1.93%	0.04%
3 Year	23.95%	17.97%
5 Year	25.69%	18.69%

SIP Return Analysis

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Axis Midcap Fund - Regular Plan - Growth
6 Month	2.92%	0.26%
1 Year	17.4%	11.12%
3 Year	22.27%	15.88%
5 Year	22.22%	15.84%

Rolling Lumpsum Returns

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Axis Midcap Fund - Regular Plan - Growth
1 Year	15.17%	15.79%
3 Year	21.42%	19.18%
5 Year	20.72%	19.84%

Risk Management

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Axis Midcap Fund - Regular Plan - Growth
Standard Deviation	15.58%	13.08%
Sharp	1.09%	0.9%
Beta	0.94%	0.83%
Alpha	1.92%	-1.39%

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	8.39	11.08
Mid Cap	69.29	70.45
Small Cap	13.45	5.8
Large Cap	8.88	12.67

Sector Allocation

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Axis Midcap Fund - Regular Plan - Growth
Others	2.4	5.95
Industrials	14.08	15.96
Consumer Defensive	4.37	0.09
Consumer Cyclical	14.43	21.15
Healthcare	9.47	11.21
Financial Services	25.36	17.57
Basic Materials	10.48	9.07
Real Estate	3.25	3.19
Energy	2.52	0.85
Communication Services	1.92	3.49
Technology	11.15	10.25
Utilities	0.57	1.21

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