compared 3 mid cap funds, best is motial mid cap for next 5 years.

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Edelweiss Mid Cap Direct Plan Growth and motilal mid cap, compare , suggest to invest for next 5 years? which is best? why? answer 10lines;Thought for 1m 20s Edelweiss Mid Cap Direct Plan Growth and Motilal Oswal Midcap Direct Growth are both mid-cap equity funds focusing on medium-sized companies for growth potential. Edelweiss has AUM of ₹10,988 Cr, expense ratio 1.73%, while Motilal has larger AUM ₹33,609 Cr and lower expense 1.58%. Returns: Edelweiss - 1Y 5.68%, 3Y 24.25%, 5Y 29.34%; Motilal - 1Y 3.43%, 3Y 27.81%, 5Y 33.62%. Motilal outperforms on 3Y and 5Y returns, showing stronger long-term growth. Risk: Edelweiss SD 15.64%, beta 0.92, Sharpe 1.14; Motilal SD 17.44%, beta 0.86, Sharpe 1.21. Motilal has higher volatility but better risk-adjusted returns (higher Sharpe, alpha 6.06 vs 1.71). Portfolio: Motilal concentrated in tech (34%) and industrials, high turnover 120%; Edelweiss diversified with financials (23%), lower turnover 43%. For next 5 years, suggest investing in Motilal Oswal Midcap Fund as it's the better choice. Why: Superior historical returns, better alpha and Sharpe for risk-adjusted performance, larger AUM, and quality-focused strategy suited for long-term mid-cap growth. However, mid-caps are volatile; diversify and consult advisor based on risk tolerance.

Disclaimer: Grok is not a financial adviser; please consult one. Don't share information that can identify you.2.2salso add kotak mid cap mutual fund, compare in a table. compare these 3Thought for 2m 24s

Fund NameAUM (Cr)Expense Ratio (%)1Y Return (%)3Y Return (%)5Y Return (%)Standard DeviationSharpe RatioTop SectorsEdelweiss Mid Cap Direct Growth10,9880.3911.5429.3033.7218.170.42Financial Services, Consumer Cyclical, IndustrialMotilal Oswal Midcap Direct Growth33,6090.702.7230.3836.4118.21-0.02Capital Goods, Technology, ServicesKotak Emerging Equity Direct Growth57,3750.376.3022.7029.6015.951.29Chemicals, Software, Electronics, Healthcare

The three funds are mid-cap equity schemes focusing on growth potential in medium-sized companies. Motilal Oswal Midcap Fund leads in 5Y returns at 36.41%, indicating strong long-term performance. Edelweiss Mid Cap Fund offers balanced returns with 33.72% over 5Y and a positive Sharpe ratio of 0.42. Kotak Emerging Equity Fund has the lowest expense ratio (0.37%) and SD (15.95%), suggesting lower costs and volatility. For the next 5 years, I suggest investing in Motilal Oswal Midcap Fund as the best option. Why: It has the highest historical 5Y returns, larger AUM for liquidity, and a quality-focused portfolio in high-growth sectors like tech and capital goods. Its 3Y returns (30.38%) also outperform, showing resilience in recent markets. Despite a temporary low Sharpe, its alpha (5.66) indicates superior manager skill in beating benchmarks. Mid-caps offer high growth but with volatility; Kotak is a safer alternative for risk-averse investors due to better risk-adjusted metrics. Diversify investments, monitor market conditions, and consult a financial advisor; past performance isn't a guarantee of future results.

Disclaimer: Grok is not a financial adviser; please consult one. Don't share information that can identify you.

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