Edelweiss Mid Cap Fund vs Motilal Oswal Nifty Midcap 100 ETF
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Edelweiss Mid Cap Fund is a Mid Cap fund and Motilal Oswal Nifty Midcap 100 ETF is an ETF fund. In the 3 years to 30-10-2026, Edelweiss Mid Cap Fund (Direct) returned 19.0% a year and Motilal Oswal Nifty Midcap 100 ETF returned 14.5% a year. Edelweiss Mid Cap Fund charges 0.68% a year and Motilal Oswal Nifty Midcap 100 ETF 0.34%. Their portfolios overlap 51.4%: they hold 55 of the same securities.
Edelweiss Mid Cap Fund
Mid Cap
- 3 year return
- 19.0%
- Expense ratio
- 0.68%
- NAV
- ₹118.96
Motilal Oswal Nifty Midcap 100 ETF
ETF
- 3 year return
- 14.5%
- Expense ratio
- 0.34%
- NAV
- ₹61.90
Which is better, Edelweiss Mid Cap or Motilal Oswal Nifty Midcap 100 ETF? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Mid Cap returned more over 5 years: 16.3% a year against 14.1%.
- Edelweiss Mid Cap returned more over 3 years: 19.0% a year against 14.5%.
- Motilal Oswal Nifty Midcap 100 ETF costs less: 0.34% a year against 0.68%.
- Edelweiss Mid Cap swung less over 3 years: a standard deviation of 16.5% a year against 17.9%.
- Edelweiss Mid Cap fell less in its worst fall since 28-11-2016: −39.2% against −48.4%.
- Edelweiss Mid Cap is the larger fund: ₹19,230 Cr against ₹821 Cr.
- Their portfolios overlap 51.4%: 55 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss Mid Cap Fund | Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Motilal Oswal Mutual Fund |
| Category | Mid Cap | ETF |
| AUM | ₹19,230 Cr (30-09-2026) | ₹821 Cr (30-09-2026) |
| NAV | ₹118.96 (Direct) | ₹61.90 |
| Expense ratio (Direct) | 0.68% | Not available |
| Expense ratio (Regular) | 1.87% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty Midcap 150 TRI | NIFTY Midcap 100 TRI |
| Launch date | 26-12-2007 | 31-01-2011 |
| Minimum investment | ₹100 | ₹500 |
| Lock in | None | None |
| Fund managers | Trideep Bhattacharya, Dhruv Bhatia, Mehul Dalmia | Swapnil Mayekar |
| Exit load | Exit load of 1%, if redeemed within 90 days. | Yes |
Edelweiss Mid Cap vs Motilal Oswal Nifty Midcap 100 ETF: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Mid Cap Fund (Direct) | −3.25% | −7.07% | −2.02% | −1.99% | +18.99% | +16.32% | -- |
| Motilal Oswal Nifty Midcap 100 ETF | −3.38% | −8.43% | −3.85% | −4.14% | +14.53% | +14.09% | +14.13% |
| Mid Cap average | −3.36% | −6.03% | −0.14% | −2.17% | +14.75% | +12.95% | -- |
Category average: the average of the 34 Mid Cap funds, same plan type.
Edelweiss Mid Cap vs Motilal Oswal Nifty Midcap 100 ETF: Year-wise Returns
| Year | Edelweiss Mid CapEdelweiss Mid Cap | Motilal Oswal Nifty Midcap 100 ETFMotilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| 2026to date | −3.11% | −4.83% |
| 2025 | +5.13% | +6.22% |
| 2024 | +40.82% | +24.51% |
| 2023 | +40.44% | +47.37% |
| 2022 | +3.98% | +4.11% |
| 2021 | +52.45% | +46.83% |
Edelweiss Mid Cap vs Motilal Oswal Nifty Midcap 100 ETF: Rolling Returns
Every holding period of both funds, against Nifty Midcap 150 TRI, the benchmark of Edelweiss Mid Cap Fund
Rolling returns
Every 3-year holding period, 1,709 of them, one for each trading day from 28-11-2019 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss Mid Cap Fund (Direct)
Motilal Oswal Nifty Midcap 100 ETF
Nifty Midcap 150 TRI
to
Jun 2020Aug 2018
to
Aug 2021Oct 2019
to
Oct 2022Dec 2020
to
Dec 2023Mar 2022
to
Mar 2025Apr 2023
to
Apr 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Mid Cap | 3.6 | 5.6 | 4.6 | 7.7 | 3.3 | 19.2 | 56.1 | 22.7% | 26.0% | −4.9% | 41.5% | 91% |
| Motilal Oswal Nifty Midcap 100 ETF | 11.2 | 4.0 | 6.0 | 5.4 | 11.7 | 28.7 | 32.9 | 19.1% | 22.4% | −12.9% | 39.9% | 46% |
| Nifty Midcap 150 TRI | 5.9 | 6.8 | 3.5 | 7.3 | 11.2 | 31.2 | 34.1 | 20.3% | 22.8% | −8.3% | 40.6% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty Midcap 150 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 28-11-2016. Past returns do not promise future returns.
Edelweiss Mid Cap vs Motilal Oswal Nifty Midcap 100 ETF: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 28-11-2016 to 30-10-2026: 120 instalments, ₹12,00,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Mid CapEdelweiss Mid Cap Fund (Direct) | ₹12,00,000 | ₹33,33,330 | ₹21,33,330 | 19.4% |
| Motilal Oswal Nifty Midcap 100 ETFMotilal Oswal Nifty Midcap 100 ETF | ₹12,00,000 | ₹28,00,825 | ₹16,00,825 | 16.2% |
Edelweiss Mid CapEdelweiss Mid Cap Fund (Direct)
Motilal Oswal Nifty Midcap 100 ETFMotilal Oswal Nifty Midcap 100 ETF
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss Mid Cap vs Motilal Oswal Nifty Midcap 100 ETF: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Mid Cap Fund (Direct) | Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Return (CAGR) | −1.99% | −4.14% |
| Standard deviation | 15.55% | 17.09% |
| Sharpe ratio | -0.47 | -0.55 |
| Sortino ratio | -0.62 | -0.73 |
| Maximum drawdown | −12.8% (23-03-2026) | −14.2% (30-03-2026) |
| Beta | 0.93 | 1.00 |
| Alpha | +1.66% | −0.08% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Mid Cap Fund (Direct) | Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Return (CAGR) | +18.99% | +14.53% |
| Standard deviation | 16.54% | 17.94% |
| Sharpe ratio | 0.78 | 0.47 |
| Sortino ratio | 1.06 | 0.63 |
| Maximum drawdown | −20.1% (28-02-2025) | −21.1% (28-02-2025) |
| Beta | 0.95 | 1.00 |
| Alpha | +5.58% | −0.09% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Mid Cap Fund (Direct) | Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Return (CAGR) | +16.32% | +14.09% |
| Standard deviation | 16.23% | 17.73% |
| Sharpe ratio | 0.65 | 0.47 |
| Sortino ratio | 0.87 | 0.62 |
| Maximum drawdown | −20.1% (28-02-2025) | −21.1% (28-02-2025) |
| Beta | 0.95 | 1.00 |
| Alpha | +2.92% | −0.17% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Mid Cap Fund (Direct) | Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Return (CAGR) | +19.07% | +14.02% |
| Standard deviation | 16.98% | 18.20% |
| Sharpe ratio | 0.81 | 0.43 |
| Sortino ratio | 1.08 | 0.56 |
| Maximum drawdown | −39.2% (23-03-2020) | −48.4% (23-03-2020) |
| Beta | 0.94 | -- |
| Alpha | +2.72% | -- |
From daily NAVs, 28-11-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss Mid Cap Fund (Direct)
Motilal Oswal Nifty Midcap 100 ETF
Nifty Midcap 150 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Mid Cap Fund (Direct) | −39.2% | 15-01-2018 | 23-03-2020 | 13-11-2020 | 8 months | −9.8% |
| Motilal Oswal Nifty Midcap 100 ETF | −48.4% | 11-01-2018 | 23-03-2020 | 05-01-2021 | 9 months | −10.7% |
| Nifty Midcap 150 TRI | −43.1% | 08-01-2018 | 23-03-2020 | 23-11-2020 | 8 months | −10.5% |
From daily values since 28-11-2016, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Mid Cap Fund (Direct)
Motilal Oswal Nifty Midcap 100 ETF
Nifty Midcap 150 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Mid Cap Fund (Direct)
Motilal Oswal Nifty Midcap 100 ETF
Nifty Midcap 150 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Mid Cap Fund (Direct)
Motilal Oswal Nifty Midcap 100 ETF
Nifty Midcap 150 TRI
Against Nifty Midcap 150 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Edelweiss Mid Cap Fund (Direct) | 98% | 87% | 4.61% |
| Motilal Oswal Nifty Midcap 100 ETF | 101% | 109% | 2.18% |
From month-end values since 28-11-2016. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Edelweiss Mid Cap vs Motilal Oswal Nifty Midcap 100 ETF: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Mid Cap Fund, September 2026; Motilal Oswal Nifty Midcap 100 ETF, September 2026
Holdings in common
- Overlap
- 51.4%
- Held by both
- 55
- Only in Edelweiss Mid Cap
- 50
- Only in Motilal Oswal Nifty Midcap 100 ETF
- 45
| Security | % of Edelweiss Mid Cap | % of Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Multi Commodity Exchange Of India Ltd. | 2.70% | 2.58% |
| The Federal Bank Ltd. | 3.06% | 2.40% |
| Coforge Ltd. | 1.98% | 1.87% |
| Persistent Systems Ltd. | 1.99% | 1.76% |
| IDFC First Bank Ltd. | 1.68% | 1.66% |
| Bharat Forge Ltd. | 1.63% | 1.64% |
| The Indian Hotels Company Ltd. | 1.53% | 1.96% |
| AU Small Finance Bank Ltd. | 1.52% | 1.80% |
| Indus Towers Ltd. | 1.56% | 1.47% |
| Dixon Technologies (India) Ltd. | 1.37% | 1.67% |
| Ashok Leyland Ltd. | 1.48% | 1.35% |
| Bharat Heavy Electricals Ltd. | 1.31% | 1.86% |
| Marico Ltd. | 1.92% | 1.28% |
| Fortis Healthcare Ltd. | 1.67% | 1.23% |
| APL Apollo Tubes Ltd. | 1.51% | 1.22% |
| GE Vernova T&D India Limited | 1.12% | 1.60% |
| The Phoenix Mills Ltd. | 1.44% | 1.11% |
| Radico Khaitan Ltd. | 1.72% | 1.05% |
| Info Edge (India) Ltd. | 1.03% | 1.45% |
| Hindustan Petroleum Corporation Ltd. | 1.02% | 1.03% |
| FSN E-Commerce Ventures Ltd. | 0.98% | 1.34% |
| JSW Energy Ltd. | 1.00% | 0.93% |
| Max Financial Services Ltd. | 0.91% | 1.12% |
| Indian Bank | 1.40% | 0.87% |
| Mankind Pharma Ltd. | 0.90% | 0.87% |
| KEI Industries Ltd. | 1.08% | 0.84% |
| Steel Authority of India Ltd. | 0.83% | 0.80% |
| Lupin Ltd. | 0.80% | 1.51% |
| MRF Ltd. | 0.92% | 0.78% |
| Prestige Estates Projects Ltd. | 1.17% | 0.77% |
| NMDC Ltd. | 0.73% | 0.81% |
| Page Industries Ltd. | 0.92% | 0.70% |
| L&T Finance Ltd. | 1.32% | 0.69% |
| Billionbrains Garage Ventures Ltd. | 0.68% | 0.81% |
| Laurus Labs Ltd. | 0.67% | 2.36% |
| 360 One Wam Ltd. | 0.66% | 0.83% |
| Vishal Mega Mart Ltd | 0.65% | 0.87% |
| Oberoi Realty Ltd. | 1.25% | 0.64% |
| Meesho Ltd. | 0.79% | 0.64% |
| PB Fintech Ltd. | 0.62% | 1.16% |
| Lenskart Solutions Ltd. | 0.59% | 1.54% |
| Exide Industries Ltd. | 0.69% | 0.58% |
| Swiggy Ltd. | 0.58% | 1.15% |
| ICICI Prudential Asset Mgmt Co Ltd. | 0.66% | 0.56% |
| Jubilant Foodworks Ltd. | 0.73% | 0.55% |
| Blue Star Ltd. | 0.55% | 0.60% |
| LG Electronics India Ltd. | 0.93% | 0.54% |
| Hero MotoCorp Ltd. | 0.47% | 2.09% |
| SRF Ltd. | 0.45% | 1.10% |
| Oil India Ltd. | 0.39% | 0.75% |
| Supreme Industries Ltd. | 0.34% | 0.68% |
| Apar Industries Ltd. | 0.32% | 0.99% |
| Bharat Dynamics Ltd. | 0.35% | 0.31% |
| Astral Ltd. | 0.28% | 0.51% |
| Cochin Shipyard Ltd. | 0.17% | 0.39% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 51.4% means 51.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss Mid Cap Fund
| Security | % of fund |
|---|---|
| Solar Industries India Ltd. | 2.09% |
| City Union Bank Ltd. | 2.02% |
| BSE Ltd. | 1.92% |
| IPCA Laboratories Ltd. | 1.84% |
| UNO Minda Ltd. | 1.38% |
Largest holdings only in Motilal Oswal Nifty Midcap 100 ETF
| Security | % of fund |
|---|---|
| One 97 Communications Limited | 2.21% |
| IndusInd Bank Limited | 1.82% |
| Life Insurance Corporation Of India | 1.54% |
| Suzlon Energy Limited | 1.47% |
| Aurobindo Pharma Limited | 1.42% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Mid Cap | Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Equity | 97.1% | 100.0% |
| Debt | 0.0% | 0.0% |
| Cash and others | 2.9% | -0.0% |
Market cap of stocks
| Market cap | Edelweiss Mid Cap | Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Large Cap | 16.2% | 7.1% |
| Mid Cap | 65.7% | 91.3% |
| Small Cap | 14.9% | 1.6% |
| Not on AMFI's list | 0.3% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss Mid Cap | Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Banks | 11.0% | 10.7% |
| Pharmaceuticals & Biotechnology | 6.0% | 8.0% |
| Capital Markets | 7.8% | 5.3% |
| Auto Components | 7.7% | 3.8% |
| Electrical Equipment | 4.5% | 7.0% |
| Retailing | 5.2% | 7.0% |
| IT - Software | 4.0% | 5.3% |
| Industrial Products | 5.2% | 3.3% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Mid Cap vs Motilal Oswal Nifty Midcap 100 ETF: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Mid Cap Fund | Motilal Oswal Nifty Midcap 100 ETF |
|---|---|---|
| Total expense ratio (Direct) | 0.68% | Not available |
| Base expense ratio (Direct) | 0.41% | 0.00% |
| Total expense ratio (Regular) | 1.87% | Not available |
| Base expense ratio (Regular) | 1.42% | 0.20% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Edelweiss Mid Cap Fund vs Motilal Oswal Nifty Midcap 100 ETF: Frequently Asked Questions
What is the difference between Edelweiss Mid Cap Fund and Motilal Oswal Nifty Midcap 100 ETF?
Edelweiss Mid Cap Fund is a Mid Cap fund, Motilal Oswal Nifty Midcap 100 ETF is an ETF fund, run by Edelweiss Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 51.4%. Edelweiss Mid Cap Fund charges 0.68% a year and Motilal Oswal Nifty Midcap 100 ETF 0.34%.
Which has given higher returns, Edelweiss Mid Cap Fund or Motilal Oswal Nifty Midcap 100 ETF?
Over 1 year: Edelweiss Mid Cap Fund −1.99%, Motilal Oswal Nifty Midcap 100 ETF −4.14%. Over 3 years: Edelweiss Mid Cap Fund +18.99% a year, Motilal Oswal Nifty Midcap 100 ETF +14.53% a year. Over 5 years: Edelweiss Mid Cap Fund +16.32% a year, Motilal Oswal Nifty Midcap 100 ETF +14.09% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss Mid Cap Fund or Motilal Oswal Nifty Midcap 100 ETF?
Motilal Oswal Nifty Midcap 100 ETF charges less: 0.34% a year against 0.68%. These are the total expense ratios reported to AMFI.
How much do Edelweiss Mid Cap Fund and Motilal Oswal Nifty Midcap 100 ETF overlap?
51.4%. They hold 55 of the same securities, the largest shared ones being MCX, FEDERALBNK, COFORGE. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Mid Cap Fund or Motilal Oswal Nifty Midcap 100 ETF?
On SEBI's riskometer, Edelweiss Mid Cap Fund is rated Very High and Motilal Oswal Nifty Midcap 100 ETF Very High. Over 3 years, the standard deviation of daily returns was 16.54% and 17.94% a year.
Which is better for SIP, Edelweiss Mid Cap Fund or Motilal Oswal Nifty Midcap 100 ETF?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹9,05,326 in Edelweiss Mid Cap Fund (XIRR 15.5% a year) and ₹8,44,232 in Motilal Oswal Nifty Midcap 100 ETF (XIRR 12.8% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Mid Cap Fund and Motilal Oswal Nifty Midcap 100 ETF?
Yes. 51.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Edelweiss Mid Cap Fund and Motilal Oswal Nifty Midcap 100 ETF?
Edelweiss Mid Cap Fund: Trideep Bhattacharya, Dhruv Bhatia, Mehul Dalmia. Motilal Oswal Nifty Midcap 100 ETF: Swapnil Mayekar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.