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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.06% | 3.63% |
| 6 Month | 9.95% | 11.02% |
| 1 Year | 1.03% | 5.78% |
| 3 Year | 25.69% | 24.46% |
| 5 Year | 32.77% | 29.26% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.75% | -0.16% |
| 1 Year | 1.04% | 8.66% |
| 3 Year | 20.91% | 20.86% |
| 5 Year | 24.97% | 21.58% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.71% | 15.59% |
| Sharp | 1.02% | 1.08% |
| Beta | 0.91% | 0.94% |
| Alpha | 3.53% | 1.60% |
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 | 18.03 | 7.34 |
| Mid Cap | 59.27 | 70.95 |
| Large Cap | 22.7 | 8.47 |
| Small Cap | - | 13.24 |
Sector Allocation
| 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 |
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