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Axis Midcap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Motilal Oswal Midcap 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) | ₹36880 Cr | ₹31717 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 24 Feb 2014 | 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 | 120% | 23% |
| Expense Ratio | 1.58 | 1.58 |
| Manager | Rakesh Shetty | Shreyash Devalkar |
| ISIN Code | INF247L01411 | INF846K01859 |
| Exits Load | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.59% | -4.63% |
| 6 Month | -9.47% | -4.46% |
| 1 Year | -3.17% | 7.99% |
| 3 Year | 22.64% | 19.02% |
| 5 Year | 25.49% | 16.75% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -10.79% | -5.96% |
| 1 Year | -15.15% | -4.45% |
| 3 Year | 10.06% | 9.98% |
| 5 Year | 18.69% | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.44% | 15.62% |
| 3 Year | 20.95% | 19.18% |
| 5 Year | 14.91% | 19.77% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.31% | 13.08% |
| Sharp | 1.03% | 0.93% |
| Beta | 0.91% | 0.82% |
| Alpha | 2.6% | -1.15% |
Fund Managers
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rakesh Shetty | Shreyash Devalkar |
| Total AUM | ₹33886 Cr | ₹166770 Cr |
| Funds Managed | 19 | 14 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.31 | 15.17 |
| Mid Cap | 58.51 | 68.9 |
| Large Cap | 16.18 | 12.2 |
| Small Cap | - | 3.72 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 16.4 | 7.11 |
| Healthcare | 0.85 | 9.61 |
| Financial Services | 10.65 | 18.89 |
| Technology | 34.62 | 8.92 |
| Consumer Cyclical | 15.12 | 20.46 |
| Communication Services | 9.14 | 3.49 |
| Industrials | 10.84 | 18.23 |
| Real Estate | 2.38 | 3.15 |
| Energy | - | 1 |
| Basic Materials | - | 7.83 |
| Consumer Defensive | - | 0.09 |
| Utilities | - | 1.23 |
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