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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 | ₹114.35 | ₹104.72 |
Fund Started | 31 Jan 2011 | 03 Feb 2014 |
Fund Size | ₹31383.93 Cr | ₹33608.53 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
₹114.35
₹104.72
Fund Started
31 Jan 2011
03 Feb 2014
Fund Size
₹31383.93 Cr
₹33608.53 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 | 2.04% | 3.76% |
3 Year | 18.67% | 29.04% |
5 Year | 22.00% | 32.99% |
1 Year
2.04%
3.76%
3 Year
18.67%
29.04%
5 Year
22.00%
32.99%
Holding Analysis
Equity | 91.80% | 82.04% |
Cash | 0.82% | 17.96% |
Equity
91.80%
82.04%
Cash
0.82%
17.96%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.63% |
Coromandel International Ltd. | 3.11% |
JK Cement Ltd. | 2.59% |
The Indian Hotels Company Ltd. | 2.55% |
Bharti Hexacom Ltd. | 2.42% |
Dixon Technologies (India) Ltd. | 2.15% |
UNO Minda Ltd. | 2.10% |
GE Vernova T&D India Ltd. | 2.09% |
The Federal Bank Ltd. | 2.07% |
PI Industries Ltd. | 2.06% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 10.52% |
Coforge Ltd. | 9.36% |
Kalyan Jewellers India Ltd. | 8.86% |
Persistent Systems Ltd. | 8.29% |
Trent Ltd. | 7.84% |
Polycab India Ltd. | 5.58% |
One97 Communications Ltd. | 4.50% |
Kei Industries Ltd. | 4.00% |
Bharti Hexacom Ltd. | 3.85% |
Max Healthcare Institute Ltd. | 3.70% |
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
