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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 | Very High |
| 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 | 3.01% | 6.11% |
| 6 Month | -15.97% | -14.36% |
| 1 Year | 14.16% | 9.07% |
| 3 Year | 26.73% | 14.11% |
| 5 Year | 37.32% | 25.54% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -11.8% | -6.47% |
| 1 Year | -10.59% | -10.45% |
| 3 Year | 26.64% | 16.53% |
| 5 Year | 30.41% | 17.87% |
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 | 18.728% | 13.08% |
| Sharp | 1.047% | 0.47% |
| Beta | 0.892% | 0.85% |
| Alpha | 7.885% | -3.84% |
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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 |
| Funds Managed | 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 | 23.08 | 11.85 |
| Mid Cap | 69.66 | 66.15 |
| Large Cap | 7.25 | 16.73 |
| Small Cap | - | 5.26 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.08 | 11.75 |
| Healthcare | 5 | 12.44 |
| Technology | 34.02 | 11.21 |
| Consumer Cyclical | 16.09 | 19.37 |
| Industrials | 11.09 | 13.75 |
| Utilities | 2.06 | 1.22 |
| Real Estate | 2.8 | 4.09 |
| Communication Services | 3.44 | 2.22 |
| Basic Materials | 2.32 | 9.07 |
| Financial Services | 0.09 | 13.75 |
| Energy | - | 0.58 |
| Consumer Defensive | - | 0.56 |
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