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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 | 1.56 | 1.55 |
NAV | ₹114.27 | ₹104.12 |
Fund Started | 31 Jan 2011 | 03 Feb 2014 |
Fund Size | ₹31146.94 Cr | ₹34748.89 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
1.56
1.55
NAV
₹114.27
₹104.12
Fund Started
31 Jan 2011
03 Feb 2014
Fund Size
₹31146.94 Cr
₹34748.89 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 | -0.54% | -3.40% |
3 Year | 18.62% | 25.97% |
5 Year | 21.84% | 33.24% |
1 Year
-0.54%
-3.40%
3 Year
18.62%
25.97%
5 Year
21.84%
33.24%
Holding Analysis
Equity | 91.64% | 91.01% |
Cash | -0.01% | 2.15% |
Equity
91.64%
91.01%
Cash
-0.01%
2.15%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 4.14% |
UNO Minda Ltd. | 2.68% |
JK Cement Ltd. | 2.51% |
The Indian Hotels Company Ltd. | 2.50% |
GE Vernova T&D India Ltd | 2.32% |
Bharti Hexacom Ltd. | 2.19% |
Dixon Technologies (India) Ltd. | 2.13% |
Schaeffler India Ltd. | 2.11% |
Coromandel International Ltd. | 2.06% |
The Federal Bank Ltd. | 1.99% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 9.57% |
Eternal Ltd. | 9.37% |
Coforge Ltd. | 9.04% |
Persistent Systems Ltd. | 8.33% |
One97 Communications Ltd. | 8.09% |
Kalyan Jewellers India Ltd. | 7.84% |
Trent Ltd. | 6.73% |
Polycab India Ltd. | 6.60% |
Kaynes Technology India Ltd. | 4.77% |
Kei Industries Ltd. | 4.68% |
Fund Manager
Name | Vinayak Jayanath | Ajay Khandelwal |
Start Date | 12 Dec 2023 | 25 Jul 2025 |
Name
Vinayak Jayanath
Ajay Khandelwal
Start Date
12 Dec 2023
25 Jul 2025
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