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) ₹7677 Cr ₹30008 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 1.74 1.57
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 5.54% 4.24%
6 Month 10.11% 3.08%
1 Year 38.79% 30.89%
3 Year 26% 17.39%
5 Year 30.3% 22.92%

SIP Return Analysis

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 34.35% 23.49%
3 Year 35.71% 26.1%
5 Year 33.28% 24.39%

Rolling Lumpsum Returns

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Year 15.6% 16.59%
3 Year 20.1% 19.75%
5 Year 19.8% 19.46%

Risk Management

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 13.78% 13.08%
Sharp 1.29% 0.76%
Beta 0.92% 0.81%
Alpha 2.24% -2.57%

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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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