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Compare Axis Nifty Midcap 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 | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.03 | 1.58 |
NAV | ₹18.88 | ₹99.02 |
Fund Started | 10 Mar 2022 | 03 Feb 2014 |
Fund Size | ₹423.69 Cr | ₹27780.18 Cr |
Exit Load | Exit load of 0.25% if redeemed within 7 days. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.03
1.58
NAV
₹18.88
₹99.02
Fund Started
10 Mar 2022
03 Feb 2014
Fund Size
₹423.69 Cr
₹27780.18 Cr
Exit Load
Exit load of 0.25% if redeemed within 7 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 10.99% | 19.80% |
3 Year | 28.45% | 32.29% |
5 Year | - | 38.19% |
1 Year
10.99%
19.80%
3 Year
28.45%
32.29%
5 Year
-
38.19%
Holding Analysis
Equity | 100.02% | 67.90% |
Cash | -0.40% | 15.69% |
Equity
100.02%
67.90%
Cash
-0.40%
15.69%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
BSE Ltd. | 5.02% |
Max Healthcare Institute Ltd. | 4.75% |
Dixon Technologies (India) Ltd. | 3.69% |
Persistent Systems Ltd. | 3.29% |
Indus Towers Ltd. | 3.14% |
PB Fintech Ltd. | 3.13% |
Lupin Ltd. | 2.94% |
Coforge Ltd. | 2.83% |
The Federal Bank Ltd. | 2.80% |
HDFC Asset Management Company Ltd. | 2.58% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Coforge Ltd. | 9.47% |
Kalyan Jewellers India Ltd. | 8.09% |
Polycab India Ltd. | 4.97% |
Dixon Technologies (India) Ltd. | 4.35% |
Trent Ltd. | 3.98% |
Bharti Hexacom Ltd. | 3.95% |
Max Healthcare Institute Ltd. | 3.94% |
One97 Communications Ltd. | 3.86% |
Kei Industries Ltd. | 2.98% |
Fund Manager
Name | Karthik Kumar | Ajay Khandelwal |
Start Date | 03 Aug 2023 | 16 Dec 2021 |
Name
Karthik Kumar
Ajay Khandelwal
Start Date
03 Aug 2023
16 Dec 2021
About Fund
Description | The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY MIDCAP 50 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 Mar 2022 | 03 Feb 2014 |
Description
The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY MIDCAP 50 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 Mar 2022
03 Feb 2014