Aditya Birla Sun Life MidCap Fund vs Edelweiss Mid Cap Fund compare
Aditya Birla Sun Life MidCap Fund-Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5533 Cr | ₹8268 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 03 Oct 2002 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 16% | 43% |
Expense Ratio | 1.87 | 1.73 |
Manager | Dhaval Joshi | Trideep Bhattacharya |
ISIN Code | INF209K01363 | INF843K01013 |
Exits Load | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.81% | 5.26% |
6 Month | -1.84% | -2.84% |
1 Year | 5.19% | 12.12% |
3 Year | 23.45% | 30.87% |
5 Year | 28.51% | 33.56% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.37% | 11.59% |
1 Year | 9.62% | 12.67% |
3 Year | 21.31% | 27.68% |
5 Year | 21.16% | 26.54% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 20.52% | 15.93% |
3 Year | 18.28% | 20.64% |
5 Year | 15.51% | 20.33% |
Risk Management
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.87% | 15.57% |
Sharp | 0.87% | 0.992% |
Beta | 0.91% | 0.906% |
Alpha | -3.72% | 1.762% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Trideep Bhattacharya |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 9 |
Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.41 | 4.44 |
Mid Cap | 68.22 | 72.33 |
Small Cap | 17.72 | 13.57 |
Large Cap | 11.49 | 9.66 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.41 | 3.54 |
IT - Services | 0.51 | - |
Finance | 10.86 | - |
Retailing | 2.65 | - |
Pharmaceuticals & Biotechnology | 7.4 | - |
Chemicals & Petrochemicals | 5.46 | - |
IT - Software | 5.33 | - |
Leisure Services | 2.42 | - |
Paper, Forest & Jute Products | 0.82 | - |
Healthcare Services | 4.67 | - |
Auto Components | 5.78 | - |
Banks | 7.72 | - |
Electrical Equipment | 2.29 | - |
Transport Services | 0.78 | - |
Capital Markets | 1.76 | - |
Industrial Products | 8.01 | - |
Fertilizers & Agrochemicals | 2.05 | - |
Insurance | 2.83 | - |
Diversified Metals | 0.83 | - |
Realty | 3.81 | - |
Consumer Durables | 4.2 | - |
Construction | 0.15 | - |
Automobiles | 0.95 | - |
Minerals & Mining | 1.82 | - |
Beverages | 3.27 | - |
Transport Infrastructure | 0.69 | - |
Ferrous Metals | 1.76 | - |
Textiles & Apparels | 3.62 | - |
Power | 3 | - |
Cement & Cement Products | 1.99 | - |
Industrials | - | 14.33 |
Consumer Defensive | - | 4.99 |
Basic Materials | - | 7.86 |
Consumer Cyclical | - | 17.24 |
Healthcare | - | 12.6 |
Financial Services | - | 20.96 |
Real Estate | - | 3.84 |
Energy | - | 1.35 |
Technology | - | 11.5 |
Utilities | - | 0 |
Communication Services | - | 1.79 |
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