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Compare Edelweiss Nifty Midcap150 Momentum 50 Index 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 | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.11 | 1.58 |
NAV | ₹17.67 | ₹105.62 |
Fund Started | 10 Nov 2022 | 03 Feb 2014 |
Fund Size | ₹811.17 Cr | ₹26421.09 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.11
1.58
NAV
₹17.67
₹105.62
Fund Started
10 Nov 2022
03 Feb 2014
Fund Size
₹811.17 Cr
₹26421.09 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 20.40% | 43.64% |
3 Year | - | 30.93% |
5 Year | - | 31.29% |
1 Year
20.40%
43.64%
3 Year
-
30.93%
5 Year
-
31.29%
Holding Analysis
Equity | 99.90% | 90.80% |
Cash | -0.25% | 9.20% |
Equity
99.90%
90.80%
Cash
-0.25%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 5.98% |
BSE Ltd. | 5.94% |
Cummins India Ltd. | 4.24% |
PB Fintech Ltd. | 3.74% |
Bharat Heavy Electricals Ltd. | 3.45% |
Lupin Ltd. | 3.44% |
Voltas Ltd. | 2.96% |
Oil India Ltd. | 2.87% |
Macrotech Developers Ltd. | 2.65% |
HDFC Asset Management Company Ltd. | 2.65% |
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 | Bharat Lahoti | Ajay Khandelwal |
Start Date | 18 Sep 2017 | 16 Dec 2021 |
Name
Bharat Lahoti
Ajay Khandelwal
Start Date
18 Sep 2017
16 Dec 2021
About Fund
Description | The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors. | 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 | 10 Nov 2022 | 03 Feb 2014 |
Description
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
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
10 Nov 2022
03 Feb 2014
