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Compare Axis Midcap 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 | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.57 | 1.57 |
NAV | ₹112.07 | ₹101.10 |
Fund Started | 31 Jan 2011 | 03 Feb 2014 |
Fund Size | ₹30501.51 Cr | ₹30401.09 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.57
1.57
NAV
₹112.07
₹101.10
Fund Started
31 Jan 2011
03 Feb 2014
Fund Size
₹30501.51 Cr
₹30401.09 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 3.35% | 8.32% |
3 Year | 24.53% | 36.01% |
5 Year | 24.57% | 36.42% |
1 Year
3.35%
8.32%
3 Year
24.53%
36.01%
5 Year
24.57%
36.42%
Holding Analysis
Equity | 94.15% | 68.82% |
Cash | 0.72% | 31.18% |
Equity
94.15%
68.82%
Cash
0.72%
31.18%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.08% |
Coromandel International Ltd. | 2.92% |
The Indian Hotels Company Ltd. | 2.75% |
Solar Industries India Ltd. | 2.60% |
Persistent Systems Ltd. | 2.59% |
Bharti Hexacom Ltd. | 2.47% |
JK Cement Ltd. | 2.20% |
The Federal Bank Ltd. | 2.09% |
Coforge Ltd. | 1.92% |
PI Industries Ltd. | 1.90% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.74% |
Kalyan Jewellers India Ltd. | 8.02% |
Polycab India Ltd. | 4.93% |
Bharti Hexacom Ltd. | 4.06% |
Dixon Technologies (India) Ltd. | 4.04% |
Trent Ltd. | 3.98% |
One97 Communications Ltd. | 3.78% |
Max Healthcare Institute Ltd. | 3.69% |
Kei Industries Ltd. | 3.27% |
Fund Manager
Name | Vinayak Jayanath | Ajay Khandelwal |
Start Date | 17 Jan 2023 | 16 Dec 2021 |
Name
Vinayak Jayanath
Ajay Khandelwal
Start Date
17 Jan 2023
16 Dec 2021
About Fund
Description | The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments 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 | 31 Jan 2011 | 03 Feb 2014 |
Description
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments 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
31 Jan 2011
03 Feb 2014