Edelweiss Mid Cap Fund vs Motilal Oswal Midcap Fund compare

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Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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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)	₹38003 Cr	₹13196 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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	-1.53%	1.41%
6 Month	-3.99%	1%
1 Year	-9.31%	4.9%
3 Year	25.56%	25.9%
5 Year	26.47%	23.17%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	-3.28%	3.63%
1 Year	1.3%	18.36%
3 Year	16.96%	21.61%
5 Year	22.44%	21.94%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	16.54%	14.99%
3 Year	20.92%	21.55%
5 Year	14.9%	20.77%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.31%	13.78%
Sharp	1.03%	1.21%
Beta	0.91%	0.94%
Alpha	2.6%	2.33%

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

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	25.31	2.83
Mid Cap	58.51	72.98
Large Cap	16.18	13.56
Small Cap	-	10.63

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	16.4	2.83
Healthcare	0.85	-
Financial Services	10.65	-
Technology	34.62	-
Consumer Cyclical	15.12	-
Communication Services	9.14	-
Industrials	10.84	-
Real Estate	2.38	-
Industrial Products	-	5.12
Food Products	-	0.77
Retailing	-	2.46
Auto Components	-	5.99
Healthcare Services	-	3.91
Pharmaceuticals & Biotechnology	-	4.66
Banks	-	11.04
Agricultural, Commercial & Construction Vehicles	-	2.2
Chemicals & Petrochemicals	-	4.01
Leisure Services	-	2.8
Electrical Equipment	-	3.33
Realty	-	3.03
Petroleum Products	-	1.1
Automobiles	-	1.88
Capital Markets	-	7.64
Finance	-	6.78
Telecom - Services	-	1.92
Aerospace & Defense	-	1.73
Insurance	-	1.57
Agricultural Food & other Products	-	1.84
Ferrous Metals	-	1.61
Industrial Manufacturing	-	0.73
Fertilizers & Agrochemicals	-	0.66
IT - Software	-	7.2
Oil	-	1.07
Consumer Durables	-	3.26
Financial Technology (Fintech)	-	2.15
Minerals & Mining	-	1.53
Commercial Services & Supplies	-	0.62
Textiles & Apparels	-	1.32
Power	-	0.54
Cement & Cement Products	-	1.1
Beverages	-	1.6