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Axis Midcap Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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tortoise-icon Axis Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹24488 Cr ₹28380 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 1.63% 4.98%
6 Month -12.12% -2.39%
1 Year 10.77% 5.12%
3 Year 35.19% 23.34%
5 Year 36.55% 24.79%

SIP Return Analysis

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month 6.6% 10.24%
1 Year 1.44% 9.12%
3 Year 27.88% 20.84%
5 Year 30.19% 19.53%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Year 18.18% 16.56%
3 Year 19.42% 19.31%
5 Year 14.18% 19.59%

Risk Management

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 18.728% 13.08%
Sharp 1.047% 0.91%
Beta 0.892% 0.85%
Alpha 7.885% -2.63%

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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 23.08 10.05
Mid Cap 69.66 71.59
Large Cap 7.25 13.06
Small Cap - 5.32

Sector Allocation

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 23.08 10.05
Healthcare 5 -
Technology 34.02 -
Consumer Cyclical 16.09 -
Industrials 11.09 -
Utilities 2.06 -
Real Estate 2.8 -
Communication Services 3.44 -
Basic Materials 2.32 -
Financial Services 0.09 -
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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