Edelweiss Mid Cap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹33053 Cr | ₹10988 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 24 Feb 2014 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 120% | 43% |
Expense Ratio | 1.58 | 1.73 |
Manager | Rakesh Shetty | Trideep Bhattacharya |
ISIN Code | INF247L01411 | INF843K01013 |
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 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.08% | -4.79% |
6 Month | 5.5% | 6.76% |
1 Year | 1.73% | 2.86% |
3 Year | 28.96% | 24.82% |
5 Year | 34.83% | 30.85% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.92% | 7.44% |
1 Year | 2.58% | 9.51% |
3 Year | 26.74% | 25.89% |
5 Year | 29.31% | 25.28% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.59% | 15.68% |
3 Year | 19.99% | 20.86% |
5 Year | 14.42% | 20.48% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 17.92% | 16.18% |
Sharp | 1.43% | 1.42% |
Beta | 0.87% | 0.92% |
Alpha | 6.76% | 2.86% |
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Fund Managers
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | Trideep Bhattacharya |
Total AUM | ₹33886 Cr | ₹0 Cr |
Funds Managed | 19 | 9 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.11 | 8.94 |
Mid Cap | 58.35 | 70.16 |
Large Cap | 14.54 | 8.07 |
Small Cap | - | 12.84 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 16.63 | 3.65 |
Healthcare | 4.49 | 10.21 |
Technology | 33.7 | 10.73 |
Consumer Cyclical | 17.65 | 15.12 |
Industrials | 18.11 | 12.62 |
Utilities | 0 | 0.73 |
Real Estate | 2.83 | 3.27 |
Communication Services | 3.99 | 2.24 |
Financial Services | 2.61 | 23.22 |
Basic Materials | 0 | 10.74 |
Consumer Defensive | - | 5.18 |
Energy | - | 2.29 |
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