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) | ₹8268 Cr | ₹28380 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 | 5.26% | 4.98% |
6 Month | -2.84% | -2.39% |
1 Year | 12.12% | 5.12% |
3 Year | 30.87% | 23.34% |
5 Year | 33.56% | 24.79% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 11.59% | 10.24% |
1 Year | 12.67% | 9.12% |
3 Year | 27.68% | 20.84% |
5 Year | 26.54% | 19.53% |
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 | 15.57% | 13.08% |
Sharp | 0.992% | 0.91% |
Beta | 0.906% | 0.85% |
Alpha | 1.762% | -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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