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Compare Edelweiss Mid Cap Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.72 | 1.58 |
NAV | ₹96.15 | ₹105.62 |
Fund Started | 09 Nov 2007 | 03 Feb 2014 |
Fund Size | ₹8666.49 Cr | ₹26421.09 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.72
1.58
NAV
₹96.15
₹105.62
Fund Started
09 Nov 2007
03 Feb 2014
Fund Size
₹8666.49 Cr
₹26421.09 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 30.69% | 43.64% |
3 Year | 22.65% | 30.93% |
5 Year | 28.58% | 31.29% |
1 Year
30.69%
43.64%
3 Year
22.65%
30.93%
5 Year
28.58%
31.29%
Holding Analysis
Equity | 97.33% | 90.80% |
Cash | 0.06% | 9.20% |
Equity
97.33%
90.80%
Cash
0.06%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Persistent Systems Ltd. | 4.08% |
Dixon Technologies (India) Ltd. | 4.02% |
Lupin Ltd. | 2.76% |
PB Fintech Ltd. | 2.75% |
The Federal Bank Ltd. | 2.54% |
Coforge Ltd. | 2.51% |
Solar Industries India Ltd. | 2.43% |
The Indian Hotels Company Ltd. | 2.40% |
CG Power and Industrial Solutions Ltd. | 2.25% |
UNO Minda Ltd. | 2.04% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
Fund Manager
Name | Sahil Shah | Ajay Khandelwal |
Start Date | 24 Dec 2021 | 16 Dec 2021 |
Name
Sahil Shah
Ajay Khandelwal
Start Date
24 Dec 2021
16 Dec 2021
About Fund
Description | The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 09 Nov 2007 | 03 Feb 2014 |
Description
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
09 Nov 2007
03 Feb 2014
