Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Midcap Fund vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Axis Midcap Fund - Regular Plan - Growth

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns19.25%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns19.25%

Compare Now

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns26.08%

VS

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G) ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Silver ETF Fund of Fund - Growth ICICI Prudential Silver ETF Fund of Fund - Growth

3Y Returns19.27%

VS

Aditya Birla Sun Life Silver ETF FOF-Regular Growth Aditya Birla Sun Life Silver ETF FOF-Regular Growth

3Y Returns19.44%

Compare Now

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns22.18%

VS

SBI Gold Fund Regular Plan - Growth SBI Gold Fund Regular Plan - Growth

3Y Returns22.6%

Compare Now
Add to Cart Successfully