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)	₹34749 Cr	₹11731 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	3.26%	3.93%
6 Month	10.41%	12.84%
1 Year	1.25%	6.72%
3 Year	25.24%	24.46%
5 Year	32.64%	29.19%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	1.54%	3.75%
1 Year	7.72%	16.78%
3 Year	23.3%	23.67%
5 Year	26.33%	23.18%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	17.24%	15.38%
3 Year	20.42%	21.06%
5 Year	14.63%	20.55%

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	17.71%	15.59%
Sharp	1.02%	1.08%
Beta	0.91%	0.94%
Alpha	3.53%	1.60%

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	18.03	7.34
Mid Cap	59.27	70.95
Large Cap	22.7	8.47
Small Cap	-	13.24

Scheme Name	Motilal Oswal Midcap Fund-Regular Plan-Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	8.99	3.62
Healthcare	1.69	10.47
Technology	39.79	9.68
Industrials	16.82	14.71
Consumer Cyclical	23.94	14.24
Communication Services	3.22	1.78
Financial Services	3.15	24.25
Real Estate	2.39	2.71
Consumer Defensive	-	4.53
Basic Materials	-	11.05
Energy	-	2.41
Utilities	-	0.57