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.
20.9% of the combined portfolio weight is common between Edelweiss Mid Cap Direct Plan-Growth and Motilal Oswal Midcap Fund Direct-Growth.
16 stocks appear in both portfolios.
The largest shared holding is Coforge Ltd., at 1.60% of Edelweiss Mid Cap Direct Plan-Growth and 6.04% of Motilal Oswal Midcap Fund Direct-Growth.
The two funds hold largely different portfolios, so holding both can genuinely diversify your equity exposure.
Largest common holdings
Coforge Ltd.Kei Industries Ltd.BSE Ltd.Persistent Systems Ltd.Multi Commodity Exchange Of India Ltd.Billionbrains Garage Ventures Ltd.L&T Finance Ltd.Max Healthcare Institute Ltd.
Edelweiss Mid Cap Direct Plan-Growth has delivered the higher 3-year CAGR (23.76% vs 20.38%). Edelweiss Mid Cap Direct Plan-Growth is the cheaper of the two with an expense ratio of 0.72% against 0.94%. Motilal Oswal Midcap Fund Direct-Growth manages the larger corpus at ₹37.47k Cr. There is no single "better" fund — the right choice depends on your holding period, risk appetite and what you already own. Use the returns, risk and portfolio overlap tables above to judge which fits your portfolio, and remember that past returns do not guarantee future performance.
Over 1 year, Edelweiss Mid Cap Direct Plan-Growth returned 11.36% against -0.57% for Motilal Oswal Midcap Fund Direct-Growth; and over 3 years, Edelweiss Mid Cap Direct Plan-Growth leads with a 23.76% CAGR versus 20.38%. Returns beyond one year are CAGR (annualised). Short-period returns are heavily influenced by market cycles, so compare over at least three to five years before drawing conclusions.
Edelweiss Mid Cap Direct Plan-Growth has the lower expense ratio at 0.72%, compared with 0.94% for Motilal Oswal Midcap Fund Direct-Growth — a difference of 0.22% a year. The expense ratio is deducted from NAV daily, so a lower ratio directly improves your net return, though it should not be the only reason to pick a fund.
Both Edelweiss Mid Cap Direct Plan-Growth and Motilal Oswal Midcap Fund Direct-Growth carry a "Very High" rating on the SEBI Riskometer. Within the same riskometer band, differences still show up in maximum drawdown, volatility and market-cap mix — all of which are compared in the tables above.
The portfolio overlap between the two funds is 20.9%, which is considered low. At this level the two funds hold largely different portfolios, so holding both can genuinely diversify your equity exposure. You can see the shared stocks in the overlap section above.
Yes — both are Equity: Mid Cap funds, which means they follow similar mandates and are benchmarked against comparable indices. That makes a direct comparison of returns, expense ratio and risk meaningful.
Edelweiss Mid Cap Direct Plan-Growth has a NAV of ₹129.60 and an AUM of ₹17.75k Cr, and was launched on 31 Dec 2012. Motilal Oswal Midcap Fund Direct-Growth has a NAV of ₹117.36 and an AUM of ₹37.47k Cr, launched on 24 Feb 2014. NAV on its own says nothing about how expensive or cheap a fund is — only the return on it matters.
