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) | ₹34780 Cr | ₹31056 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 | 3.08% | 2.36% |
6 Month | 18.34% | 19.9% |
1 Year | -1.75% | -0.84% |
3 Year | 25.57% | 17.37% |
5 Year | 32.72% | 21.83% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.82% | 5.23% |
1 Year | 11.17% | 14.39% |
3 Year | 26.59% | 19.57% |
5 Year | 28.66% | 18.18% |
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 | 17.40% | 13.08% |
Sharp | 1.11% | 0.81% |
Beta | 0.86% | 0.83% |
Alpha | 6.74% | -1.24% |
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 | 12.4 | 13.28 |
Mid Cap | 63.22 | 71.13 |
Large Cap | 24.39 | 10.05 |
Small Cap | - | 5.54 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.61 | 8.2 |
Healthcare | 3.21 | 10.99 |
Technology | 37.96 | 9.63 |
Industrials | 20.24 | 15.82 |
Consumer Cyclical | 26.86 | 19.93 |
Communication Services | 3.34 | 3.37 |
Financial Services | 3.2 | 14.76 |
Real Estate | 2.58 | 3.19 |
Energy | - | 0.78 |
Basic Materials | - | 11.74 |
Consumer Defensive | - | 0.35 |
Utilities | - | 1.23 |
Top Comparisons
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns13.44%
DSP Focused Fund - Regular Plan - Growth
3Y Returns16.41%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.18%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.35%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.29%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.33%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns11.97%