Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Mid Cap Fund vs Motilal Oswal Midcap Fund compare

Link copied to clipboard!

tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Invest Now

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

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 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Nippon India Multi Cap Fund-Growth Plan-Bonus Option Nippon India Multi Cap Fund-Growth Plan-Bonus Option

3Y Returns25.99%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns13.25%

Compare Now

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.13%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.16%

Compare Now

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns6.41%

VS

Nippon India Low Duration Fund- Growth Plan - Growth Option Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns6.28%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns16.89%

VS

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns21.69%

Compare Now
Add to Cart Successfully