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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) | ₹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 | 4.14% | 3.18% |
| 6 Month | 19.55% | 20.85% |
| 1 Year | -0.18% | -0.32% |
| 3 Year | 27.07% | 18.66% |
| 5 Year | 32.88% | 21.9% |
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 |
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