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) | ₹10028 Cr | ₹30502 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 | 3.98% | 3.86% |
6 Month | 1.05% | 1.48% |
1 Year | 10.09% | 4.42% |
3 Year | 31.37% | 23.84% |
5 Year | 33.26% | 24.6% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 9.52% | 9.06% |
1 Year | 11.63% | 8.92% |
3 Year | 27.85% | 21.12% |
5 Year | 26.71% | 19.73% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.93% | 16.56% |
3 Year | 20.64% | 19.31% |
5 Year | 20.33% | 19.59% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.63% | 13.08% |
Sharp | 1.16% | 0.91% |
Beta | 0.92% | 0.85% |
Alpha | 2.24% | -2.63% |
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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 | 10.05 |
Mid Cap | 72.33 | 71.59 |
Small Cap | 13.57 | 5.32 |
Large Cap | 9.66 | 13.06 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.54 | 10.05 |
Industrials | 14.33 | - |
Consumer Defensive | 4.99 | - |
Basic Materials | 7.86 | - |
Consumer Cyclical | 17.24 | - |
Healthcare | 12.6 | - |
Financial Services | 20.96 | - |
Real Estate | 3.84 | - |
Energy | 1.35 | - |
Technology | 11.5 | - |
Utilities | 0 | - |
Communication Services | 1.79 | - |
Industrial Products | - | 3.41 |
Auto Components | - | 7.17 |
IT - Services | - | 0.35 |
Retailing | - | 3.56 |
Finance | - | 5.59 |
Healthcare Services | - | 4.9 |
Pharmaceuticals & Biotechnology | - | 7.09 |
Electrical Equipment | - | 5.82 |
IT - Software | - | 6.48 |
Leisure Services | - | 5.01 |
Aerospace & Defense | - | 1.49 |
Banks | - | 3.82 |
Realty | - | 3.35 |
Petroleum Products | - | 0.74 |
Transport Services | - | 0.22 |
Capital Markets | - | 2.66 |
Telecom - Services | - | 2.66 |
Fertilizers & Agrochemicals | - | 4.89 |
Beverages | - | 0.08 |
Ferrous Metals | - | 0.59 |
Consumer Durables | - | 4.18 |
Personal Products | - | 0.57 |
Oil | - | 0.13 |
Chemicals & Petrochemicals | - | 3.4 |
Financial Technology (Fintech) | - | 1.74 |
Diversified | - | 0.57 |
Automobiles | - | 1.73 |
Industrial Manufacturing | - | 0.81 |
Textiles & Apparels | - | 1.66 |
Insurance | - | 1.78 |
Power | - | 1.36 |
Cement & Cement Products | - | 2.16 |
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