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Compare Edelweiss Mid Cap 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 | 1.69 | 1.56 |
NAV | ₹99.72 | ₹102.77 |
Fund Started | 09 Nov 2007 | 03 Feb 2014 |
Fund Size | ₹10988.16 Cr | ₹33608.53 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 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
1.69
1.56
NAV
₹99.72
₹102.77
Fund Started
09 Nov 2007
03 Feb 2014
Fund Size
₹10988.16 Cr
₹33608.53 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 9.13% | 6.35% |
3 Year | 25.33% | 28.91% |
5 Year | 30.58% | 34.52% |
1 Year
9.13%
6.35%
3 Year
25.33%
28.91%
5 Year
30.58%
34.52%
Holding Analysis
Equity | 96.33% | 82.83% |
Cash | 2.88% | 17.17% |
Equity
96.33%
82.83%
Cash
2.88%
17.17%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Persistent Systems Ltd. | 3.64% |
Max Healthcare Institute Ltd. | 3.46% |
Coforge Ltd. | 3.34% |
Solar Industries India Ltd. | 3.17% |
Marico Ltd. | 2.66% |
Page Industries Ltd. | 2.26% |
PB Fintech Ltd. | 2.20% |
Indian Bank | 2.15% |
UNO Minda Ltd. | 2.13% |
Fortis Healthcare Ltd. | 2.07% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.48% |
Persistent Systems Ltd. | 9.60% |
Trent Ltd. | 9.39% |
Dixon Technologies (India) Ltd. | 9.07% |
Kalyan Jewellers India Ltd. | 7.57% |
Polycab India Ltd. | 5.05% |
Kei Industries Ltd. | 4.02% |
Bharti Hexacom Ltd. | 3.99% |
Max Healthcare Institute Ltd. | 3.85% |
Kaynes Technology India Ltd. | 2.95% |
Fund Manager
Name | Sahil Shah | Ajay Khandelwal |
Start Date | 24 Dec 2021 | 16 Dec 2021 |
Name
Sahil Shah
Ajay Khandelwal
Start Date
24 Dec 2021
16 Dec 2021
About Fund
Description | The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities 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 | 09 Nov 2007 | 03 Feb 2014 |
Description
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities 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
09 Nov 2007
03 Feb 2014
