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) | ₹34780 Cr | ₹11297 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 | 4.47% | 3.13% |
6 Month | 19.39% | 21.36% |
1 Year | -0.23% | 1.09% |
3 Year | 27.18% | 23.96% |
5 Year | 33.07% | 28.59% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.82% | 4.63% |
1 Year | 11.17% | 13.94% |
3 Year | 26.59% | 24.57% |
5 Year | 28.66% | 23.94% |
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 | 17.40% | 15.59% |
Sharp | 1.11% | 1.00% |
Beta | 0.86% | 0.92% |
Alpha | 6.74% | 2.12% |
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 | 12.4 | 7.65 |
Mid Cap | 63.22 | 69.75 |
Large Cap | 24.39 | 8.59 |
Small Cap | - | 14.01 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.61 | 3.18 |
Healthcare | 3.21 | 10.66 |
Technology | 37.96 | 10.55 |
Industrials | 20.24 | 14.17 |
Consumer Cyclical | 26.86 | 15.14 |
Communication Services | 3.34 | 1.38 |
Financial Services | 3.2 | 23.96 |
Real Estate | 2.58 | 2.78 |
Consumer Defensive | - | 5.25 |
Basic Materials | - | 10.37 |
Energy | - | 1.96 |
Utilities | - | 0.59 |
Top Comparisons
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.77%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.29%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.54%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns7.4%
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns24.69%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns26.33%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns20.16%