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) | ₹11297 Cr | ₹31056 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 | 2.27% | 2.36% |
6 Month | 21.47% | 19.9% |
1 Year | 1.3% | -0.84% |
3 Year | 22.63% | 17.37% |
5 Year | 28.38% | 21.83% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.63% | 5.23% |
1 Year | 13.94% | 14.39% |
3 Year | 24.57% | 19.57% |
5 Year | 23.94% | 18.18% |
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 | 15.59% | 13.08% |
Sharp | 1.00% | 0.81% |
Beta | 0.92% | 0.83% |
Alpha | 2.12% | -1.24% |
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 |
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