Axis Midcap Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon Motilal Oswal Midcap 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 Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
Fund Motilal Oswal Midcap 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) ₹12583 Cr ₹30145 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 02 Feb 2014 06 Feb 2011
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI BSE 150 MidCap Index
Turn Over 120% 23%
Expense Ratio 1.69 1.57
Manager Rakesh Shetty Shreyash Devalkar
ISIN Code INF247L01411 INF846K01859
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Month 3.24% 6.94%
6 Month 34.13% 34.24%
1 Year 69.98% 46.26%
3 Year 38.51% 18.7%
5 Year 34.26% 26.6%

SIP Return Analysis

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 25.36% 22.32%
3 Year 68.32% 43.83%
5 Year 137.54% 85.21%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Year 33.77% 25.5%
3 Year 102.56% 62.31%
5 Year 158.43% 94.68%

Risk Management

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
Standard Deviation 13.31% 13.08%
Sharp 1.86% 0.92%
Beta 0.83% 0.8%
Alpha 11.3% -2.27%

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Fund Managers

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
Name Rakesh Shetty Shreyash Devalkar
Total AUM ₹33886 Cr ₹166770 Cr
Fund Manage 19 14
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 10.12 9.13
Mid Cap 65.19 65.23
Large Cap 22.37 22.39
Small Cap 2.31 3.26

Sector Allocation

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 3.09 5.04
Energy 3.76 3.26
Healthcare 6.12 8.69
Capital Goods 7.41 17.55
Technology 13.79 3.37
Communication 10.65 2.16
Construction 8.26 3.38
Consumer Discretionary 11.42 1.68
Chemicals 3.17 7.13
Services 8.85 10.09
Financial 11.61 12.69
Automobile 11.86 11.62
Materials - 7.43
Insurance - 0.52
Metals & Mining - 2.62
Diversified - 2.09
Textiles - 0.69

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