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Aditya Birla Sun Life MidCap Fund vs Edelweiss Mid Cap Fund compare

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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