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Axis Midcap Fund vs Edelweiss Mid Cap Fund compare

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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tortoise-icon Axis Midcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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