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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 | 1.74 | 1.62 |
NAV | ₹95.53 | ₹104.20 |
Fund Started | 09 Nov 2007 | 03 Feb 2014 |
Fund Size | ₹7677.01 Cr | ₹20055.68 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
1.74
1.62
NAV
₹95.53
₹104.20
Fund Started
09 Nov 2007
03 Feb 2014
Fund Size
₹7677.01 Cr
₹20055.68 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 41.98% | 56.76% |
3 Year | 22.66% | 31.90% |
5 Year | 28.91% | 31.38% |
1 Year
41.98%
56.76%
3 Year
22.66%
31.90%
5 Year
28.91%
31.38%
Holding Analysis
Equity | 97.11% | 97.60% |
Cash | -0.07% | 2.40% |
Equity
97.11%
97.60%
Cash
-0.07%
2.40%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Persistent Systems Ltd. | 4.03% |
Dixon Technologies (India) Ltd. | 3.69% |
Lupin Ltd. | 3.03% |
The Federal Bank Ltd. | 2.54% |
PB Fintech Ltd. | 2.54% |
Solar Industries India Ltd. | 2.39% |
CG Power and Industrial Solutions Ltd. | 2.23% |
The Indian Hotels Company Ltd. | 2.11% |
BSE Ltd. | 2.10% |
Coforge Ltd. | 2.10% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.88% |
Kalyan Jewellers India Ltd. | 9.50% |
Polycab India Ltd. | 9.29% |
Persistent Systems Ltd. | 8.04% |
JIO Financial Services Ltd. | 8.04% |
Bajaj Auto Ltd. | 6.71% |
Tube Investments Of India Ltd. | 6.03% |
Mahindra & Mahindra Ltd. | 5.18% |
Voltas Ltd. | 4.11% |
Zomato Ltd. | 3.92% |
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
