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) | ₹11027 Cr | ₹31384 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 | -0.67% | -0.04% |
| 6 Month | 17.92% | 17.12% |
| 1 Year | 5.48% | 3.07% |
| 3 Year | 24.24% | 17.81% |
| 5 Year | 29.57% | 22.53% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.11% | 5.47% |
| 1 Year | 7.67% | 8.17% |
| 3 Year | 23.9% | 18.73% |
| 5 Year | 23.85% | 17.93% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.68% | 16.33% |
| 3 Year | 20.86% | 19.44% |
| 5 Year | 20.48% | 19.68% |
Risk Management
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.64% | 13.08% |
| Sharp | 1.14% | 0.93% |
| Beta | 0.92% | 0.83% |
| Alpha | 1.71% | -1.9% |
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 | 13.28 |
| Mid Cap | 69.82 | 71.13 |
| Small Cap | 13.21 | 5.54 |
| Large Cap | 7.98 | 10.05 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.28 | 8.2 |
| Industrials | 13.44 | 15.82 |
| Consumer Defensive | 5.2 | 0.35 |
| Consumer Cyclical | 14.37 | 19.93 |
| Healthcare | 10.73 | 10.99 |
| Financial Services | 23.52 | 14.76 |
| Basic Materials | 10.81 | 11.74 |
| Real Estate | 2.94 | 3.19 |
| Energy | 2.26 | 0.78 |
| Communication Services | 1.49 | 3.37 |
| Technology | 10.31 | 9.63 |
| Utilities | 0.65 | 1.23 |
Top Comparisons
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns22.23%
PGIM India Midcap Fund - Regular Plan - Growth Option
3Y Returns13.71%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns9.88%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.88%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.68%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.68%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.44%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.57%