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Edelweiss Mid Cap 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 Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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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 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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