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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 | 1.73 | 1.58 |
NAV | ₹85.72 | ₹91.71 |
Fund Started | 09 Nov 2007 | 03 Feb 2014 |
Fund Size | ₹8268.27 Cr | ₹24488.00 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.73
1.58
NAV
₹85.72
₹91.71
Fund Started
09 Nov 2007
03 Feb 2014
Fund Size
₹8268.27 Cr
₹24488.00 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 10.86% | 20.24% |
3 Year | 20.74% | 27.12% |
5 Year | 24.31% | 26.16% |
1 Year
10.86%
20.24%
3 Year
20.74%
27.12%
5 Year
24.31%
26.16%
Holding Analysis
Equity | 96.43% | 75.62% |
Cash | -1.27% | 24.38% |
Equity
96.43%
75.62%
Cash
-1.27%
24.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 3.89% |
Persistent Systems Ltd. | 3.42% |
Max Healthcare Institute Ltd. | 3.16% |
The Indian Hotels Company Ltd. | 2.95% |
Lupin Ltd. | 2.87% |
Marico Ltd. | 2.69% |
Coforge Ltd. | 2.67% |
PB Fintech Ltd. | 2.57% |
Solar Industries India Ltd. | 2.38% |
UNO Minda Ltd. | 2.13% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.85% |
Coforge Ltd. | 9.62% |
Kalyan Jewellers India Ltd. | 7.19% |
Trent Ltd. | 6.16% |
Dixon Technologies (India) Ltd. | 6.12% |
Polycab India Ltd. | 4.56% |
Max Healthcare Institute Ltd. | 3.49% |
Bharti Hexacom Ltd. | 3.36% |
One97 Communications Ltd. | 3.17% |
Oracle Financial Services Software Ltd. | 2.85% |
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
