Axis Midcap Fund vs Edelweiss Mid Cap Fund compare
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Fund | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8268 Cr | ₹28380 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 26 Dec 2007 | 18 Feb 2011 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 43% | 23% |
Expense Ratio | 1.73 | 1.58 |
Manager | Trideep Bhattacharya | Shreyash Devalkar |
ISIN Code | INF843K01013 | INF846K01859 |
Exits Load | 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 | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 8.03% | 7.38% |
6 Month | -12.01% | -13.87% |
1 Year | 17.58% | 11.38% |
3 Year | 21.92% | 15.21% |
5 Year | 34.88% | 25.63% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -7.47% | -6.47% |
1 Year | -7.67% | -10.45% |
3 Year | 23.4% | 16.53% |
5 Year | 25.27% | 17.87% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.08% | 16.93% |
3 Year | 20.39% | 19.46% |
5 Year | 20.04% | 19.52% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.57% | 13.08% |
Sharp | 0.992% | 0.47% |
Beta | 0.906% | 0.85% |
Alpha | 1.762% | -3.84% |
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Fund Managers
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Name | Trideep Bhattacharya | Shreyash Devalkar |
Total AUM | ₹0 Cr | ₹166770 Cr |
Funds Managed | 9 | 14 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.44 | 11.85 |
Mid Cap | 72.33 | 66.15 |
Small Cap | 13.57 | 5.26 |
Large Cap | 9.66 | 16.73 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.54 | 11.75 |
Industrials | 14.33 | 13.75 |
Consumer Defensive | 4.99 | 0.56 |
Basic Materials | 7.86 | 9.07 |
Consumer Cyclical | 17.24 | 19.37 |
Healthcare | 12.6 | 12.44 |
Financial Services | 20.96 | 13.75 |
Real Estate | 3.84 | 4.09 |
Energy | 1.35 | 0.58 |
Technology | 11.5 | 11.21 |
Utilities | 0 | 1.22 |
Communication Services | 1.79 | 2.22 |
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