Compare Mutual Funds

Insights from Fund Comparison

• Both Edelweiss Mid Cap Fund (G) and Motilal Oswal Midcap Fund (IDCW) are Mid Cap Fund, Equity schemes. Edelweiss Mid Cap Fund (G) is 18 yrs 4 m old and manages ₹14,355.22 Crs, whereas Motilal Oswal Midcap Fund (IDCW) is 12 yrs 2 m old with ₹33,689.2 Crs.
• Edelweiss Mid Cap Fund (G) is older, but Motilal Oswal Midcap Fund (IDCW) is larger — suggesting that while Edelweiss Mid Cap Fund (G) has more experience, Motilal Oswal Midcap Fund (IDCW) may be attracting recent investor interest.
• Edelweiss Mid Cap Fund (G) has its top 3 sectors in Banks (11.72%), Finance (9.87%), and IT - Software (4.84%), while Motilal Oswal Midcap Fund (IDCW) focuses on IT - Software (14.11%), E-Commerce/App based Aggregator (14.04%), and Finance (12.73%).
• The funds share exposure to Finance and IT - Software, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Edelweiss Mid Cap Fund (G) holds Clearing Corporation of India Ltd. (3.59%), Marico Ltd. (2.43%), Multi Commodity Exchange Of India Ltd. (2.34%), The Federal Bank Ltd. (2.33%), and Fortis Healthcare Ltd. (2.27%), whereas Motilal Oswal Midcap Fund (IDCW) holds One 97 Communications Limited (7.64%), Kalyan Jewellers India Limited (7.48%), Eternal Limited (6.40%), KEI Industries Limited (6.28%), and Persistent Systems Limited (6.20%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Edelweiss Mid Cap Fund (G) has 96.75% equity and 0.00% debt, while Motilal Oswal Midcap Fund (IDCW) has 92.76% equity and 0.00% debt.
• Edelweiss Mid Cap Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Edelweiss Mid Cap Fund (G) outperformed Motilal Oswal Midcap Fund (IDCW) in 6 Months, 1 Year, 3 Years (returns: -6.46%, 3.99%, 22.30% ) but underperformed in 3 Months, 5 Years (returns: -11.51%, 18.58%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.