Motilal Oswal Midcap Fund vs Edelweiss Mid Cap 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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.56% | -1.25% |
| 6 Month | -1.43% | 2.43% |
| 1 Year | -13.04% | -0.11% |
| 3 Year | 24.05% | 24.47% |
| 5 Year | 28.03% | 24.93% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.56% | 2.01% |
| 1 Year | 4.13% | 17.19% |
| 3 Year | 18.77% | 21.88% |
| 5 Year | 23.5% | 21.93% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.65% | 15.08% |
| 3 Year | 20.83% | 21.47% |
| 5 Year | 14.84% | 20.75% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.71% | 15.58% |
| Sharp | 1.03% | 1.09% |
| Beta | 0.91% | 0.94% |
| Alpha | 3.59% | 1.92% |
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 | 17.44 | 9.52 |
| Mid Cap | 61.87 | 70.12 |
| Large Cap | 20.69 | 7.67 |
| Small Cap | - | 12.69 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.52 | 2.84 |
| Healthcare | 1.61 | 8.56 |
| Financial Services | 11.71 | 28.35 |
| Technology | 37.64 | 11.74 |
| Consumer Cyclical | 18.46 | 14.44 |
| Communication Services | 8.74 | 1.92 |
| Industrials | 11.9 | 12.89 |
| Real Estate | 2.43 | 3.03 |
| Consumer Defensive | - | 4.2 |
| Basic Materials | - | 9.3 |
| Energy | - | 2.16 |
| Utilities | - | 0.54 |
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