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Compare Edelweiss Nifty Midcap150 Momentum 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 | - | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.1 | 1.52 |
NAV | ₹18.40 | ₹103.91 |
Fund Started | 10 Nov 2022 | 03 Feb 2014 |
Fund Size | ₹1288.24 Cr | ₹37500.86 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.1
1.52
NAV
₹18.40
₹103.91
Fund Started
10 Nov 2022
03 Feb 2014
Fund Size
₹1288.24 Cr
₹37500.86 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 1.86% | -0.28% |
3 Year | - | 26.94% |
5 Year | - | 30.96% |
1 Year
1.86%
-0.28%
3 Year
-
26.94%
5 Year
-
30.96%
Holding Analysis
Equity | 99.97% | 87.22% |
Cash | -0.21% | 12.77% |
Equity
99.97%
87.22%
Cash
-0.21%
12.77%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 4.67% |
Max Financial Services Ltd. | 4.57% |
BSE Ltd. | 4.48% |
Suzlon Energy Ltd. | 4.08% |
Coforge Ltd. | 3.75% |
Solar Industries India Ltd. | 3.61% |
One97 Communications Ltd. | 3.60% |
Persistent Systems Ltd. | 3.54% |
Fortis Healthcare Ltd. | 3.30% |
SRF Ltd. | 3.18% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.47% |
Coforge Ltd. | 9.32% |
One97 Communications Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.68% |
Eternal Ltd. | 8.47% |
Kalyan Jewellers India Ltd. | 8.16% |
Trent Ltd. | 6.26% |
Polycab India Ltd. | 5.49% |
Kaynes Technology India Ltd. | 4.47% |
Kei Industries Ltd. | 4.30% |
Fund Manager
Name | Bharat Lahoti | Ajay Khandelwal |
Start Date | 14 Oct 2015 | 01 Oct 2024 |
Name
Bharat Lahoti
Ajay Khandelwal
Start Date
14 Oct 2015
01 Oct 2024
About Fund
Description | The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index 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 Nov 2022 | 03 Feb 2014 |
Description
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index 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 Nov 2022
03 Feb 2014