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 Risk | Very High Risk |
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 | -7.38% | -5.82% |
6 Month | -10.92% | -12.64% |
1 Year | 13.14% | 10.28% |
3 Year | 21.91% | 14.49% |
5 Year | 24.09% | 17.9% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -6.07% | -10.05% |
3 Year | 22.37% | 15.03% |
5 Year | 25.43% | 17.63% |
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% | 0.57% |
Beta | 0.906% | 0.84% |
Alpha | 1.762% | -3.39% |
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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 |
Fund Manage | 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 | 9.49 | 5.54 |
Mid Cap | 62.94 | 69.81 |
Small Cap | 14.49 | 6.72 |
Large Cap | 13.08 | 17.97 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.31 | 5.54 |
Materials | 5.49 | - |
Consumer Staples | 1.87 | - |
Healthcare | 6.29 | - |
Financial | 14.64 | - |
Services | 11.48 | - |
Capital Goods | 20.88 | - |
Construction | 4.54 | - |
Automobile | 11.39 | - |
Communication | 1.48 | - |
Metals & Mining | 6.29 | - |
Consumer Discretionary | 1.97 | - |
Technology | 5.63 | - |
Energy | 0.95 | - |
Chemicals | 3.48 | - |
Textiles | 0.31 | - |
Industrial Products | - | 7.04 |
Pharmaceuticals & Biotechnology | - | 7.54 |
IT - Services | - | 0.67 |
Finance | - | 6.28 |
Healthcare Services | - | 4.03 |
Electrical Equipment | - | 5.55 |
IT - Software | - | 6.78 |
Leisure Services | - | 3.18 |
Aerospace & Defense | - | 1.26 |
Auto Components | - | 10.37 |
Banks | - | 4.49 |
Realty | - | 4.93 |
Petroleum Products | - | 0.45 |
Transport Services | - | 0.27 |
Capital Markets | - | 1.32 |
Telecom - Services | - | 2.15 |
Fertilizers & Agrochemicals | - | 4.63 |
Ferrous Metals | - | 0.35 |
Consumer Durables | - | 3.39 |
Power | - | 2.16 |
Personal Products | - | 1.03 |
Oil | - | 0.14 |
Chemicals & Petrochemicals | - | 2.95 |
Financial Technology (Fintech) | - | 1.44 |
Diversified | - | 0.66 |
Automobiles | - | 1.62 |
Industrial Manufacturing | - | 0.84 |
Insurance | - | 1.66 |
Retailing | - | 4.95 |
Textiles & Apparels | - | 0.78 |
Cement & Cement Products | - | 1.59 |
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