Edelweiss Mid Cap Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24488 Cr | ₹8268 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 24 Feb 2014 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 120% | 43% |
Expense Ratio | 1.58 | 1.73 |
Manager | Rakesh Shetty | Trideep Bhattacharya |
ISIN Code | INF247L01411 | INF843K01013 |
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 | 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 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -5.31% | -4.18% |
6 Month | -16.16% | -15.84% |
1 Year | 15.27% | 10.72% |
3 Year | 27.56% | 20.87% |
5 Year | 29.72% | 28.63% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -15.05% | -12.88% |
1 Year | -17.64% | -17.18% |
3 Year | 23.3% | 18.8% |
5 Year | 28.68% | 22.82% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.45% | 16.08% |
3 Year | 18.47% | 20.39% |
5 Year | 13.83% | 20.04% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.728% | 15.57% |
Sharp | 1.047% | 0.992% |
Beta | 0.892% | 0.906% |
Alpha | 7.885% | 1.762% |
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Fund Managers
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | Trideep Bhattacharya |
Total AUM | ₹33886 Cr | ₹0 Cr |
Funds Managed | 19 | 9 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 23.08 | 4.44 |
Mid Cap | 69.66 | 72.33 |
Large Cap | 7.25 | 9.66 |
Small Cap | - | 13.57 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 23.08 | 3.54 |
Healthcare | 5 | 12.6 |
Technology | 34.02 | 11.5 |
Consumer Cyclical | 16.09 | 17.24 |
Industrials | 11.09 | 14.33 |
Utilities | 2.06 | 0 |
Real Estate | 2.8 | 3.84 |
Communication Services | 3.44 | 1.79 |
Basic Materials | 2.32 | 7.86 |
Financial Services | 0.09 | 20.96 |
Consumer Defensive | - | 4.99 |
Energy | - | 1.35 |
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