Axis Midcap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹24488 Cr | ₹28380 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 | 1.58 | 1.58 |
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 | -5.18% | -5.82% |
6 Month | -8.14% | -12.64% |
1 Year | 21.15% | 10.28% |
3 Year | 27.85% | 14.49% |
5 Year | 25.92% | 17.9% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -2.83% | -11.16% |
3 Year | 27.92% | 14.44% |
5 Year | 31.05% | 17.07% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.45% | 16.93% |
3 Year | 18.47% | 19.46% |
5 Year | 13.83% | 19.52% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.301% | 13.08% |
Sharp | 1.126% | 0.57% |
Beta | 0.915% | 0.84% |
Alpha | 6.797% | -3.39% |
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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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