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) | ₹33053 Cr | ₹32069 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 | -2.6% | -1.71% |
6 Month | 6.03% | 9.8% |
1 Year | 1.59% | 0.97% |
3 Year | 29.4% | 19.33% |
5 Year | 34.98% | 23.58% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.92% | 8.04% |
1 Year | 2.58% | 10.56% |
3 Year | 26.74% | 20.48% |
5 Year | 29.31% | 19.18% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.59% | 16.33% |
3 Year | 19.99% | 19.44% |
5 Year | 14.42% | 19.68% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.92% | 13.08% |
Sharp | 1.43% | 1.18% |
Beta | 0.87% | 0.85% |
Alpha | 6.76% | -1.84% |
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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 | 27.11 | 9.16 |
Mid Cap | 58.35 | 72.15 |
Large Cap | 14.54 | 12.38 |
Small Cap | - | 6.31 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 16.63 | 3.53 |
Healthcare | 4.49 | 11.53 |
Technology | 33.7 | 11.03 |
Consumer Cyclical | 17.65 | 21.01 |
Industrials | 18.11 | 14.63 |
Utilities | 0 | 1.35 |
Real Estate | 2.83 | 3.58 |
Communication Services | 3.99 | 3.14 |
Financial Services | 2.61 | 16.95 |
Basic Materials | 0 | 11.96 |
Energy | - | 0.79 |
Consumer Defensive | - | 0.48 |
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