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 Average
Asset Size (Cr) ₹20056 Cr ₹30008 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 24 Feb 2014 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 120% 23%
Expense Ratio 1.62 1.57
Manager Rakesh Shetty Shreyash Devalkar
ISIN Code INF247L01411 INF846K01859
Exits Load Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Month -11.92% -6.93%
6 Month 0.74% -3.69%
1 Year 31.42% 20.03%
3 Year 28.2% 14.12%
5 Year 28.51% 20.6%

SIP Return Analysis

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
6 Month - -
1 Year 21.54% 7.73%
3 Year 36.53% 21.31%
5 Year 36.06% 21.41%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option Axis Midcap Fund - Regular Plan - Growth
1 Year 17.56% 16.59%
3 Year 17.47% 19.75%
5 Year 13.2% 19.46%

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% 0.72%
Beta 0.83% 0.81%
Alpha 11.3% -2.31%

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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 2.4 5.54
Mid Cap 71.9 69.81
Large Cap 23.85 17.97
Small Cap 1.86 6.72

Sector Allocation

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Axis Midcap Fund - Regular Plan - Growth

Others 2.4 5.54
Healthcare Services 3.81 4.03
Electrical Equipment 2.63 5.55
IT - Software 20.67 6.78
Automobiles 11.89 1.62
Capital Markets 1.78 1.32
Realty 2.4 4.93
Consumer Durables 15.71 3.39
Chemicals & Petrochemicals 3.46 2.95
Telecom - Services 0.59 2.15
Pharmaceuticals & Biotechnology 1.39 7.54
Industrial Products 9.29 7.04
Finance 8.04 6.28
Retailing 3.92 4.95
Auto Components 9.57 10.37
Financial Technology (Fintech) 2.46 1.44
IT - Services - 0.67
Leisure Services - 3.18
Aerospace & Defense - 1.26
Banks - 4.49
Petroleum Products - 0.45
Transport Services - 0.27
Fertilizers & Agrochemicals - 4.63
Ferrous Metals - 0.35
Power - 2.16
Personal Products - 1.03
Oil - 0.14
Diversified - 0.66
Industrial Manufacturing - 0.84
Insurance - 1.66
Textiles & Apparels - 0.78
Cement & Cement Products - 1.59

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