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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) | ₹6008 Cr | ₹11731 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 | 3.33% | 3.43% |
| 6 Month | 10.71% | 12.3% |
| 1 Year | 2.3% | 6.71% |
| 3 Year | 19.42% | 24.28% |
| 5 Year | 24.25% | 28.88% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.28% | 3.75% |
| 1 Year | 14.66% | 16.78% |
| 3 Year | 17.93% | 23.67% |
| 5 Year | 18.03% | 23.18% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.77% | 15.38% |
| 3 Year | 18.44% | 21.06% |
| 5 Year | 15.68% | 20.55% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.87% | 15.59% |
| Sharp | 0.8% | 1.08% |
| Beta | 0.94% | 0.94% |
| Alpha | -2.73% | 1.60% |
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 | 0.92 | 7.34 |
| Large Cap | 12.65 | 8.47 |
| Mid Cap | 65.46 | 70.95 |
| Small Cap | 20.97 | 13.24 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.87 | 3.62 |
| Retailing | 2.74 | - |
| IT - Services | 1.7 | - |
| Finance | 10.04 | - |
| Pharmaceuticals & Biotechnology | 5.49 | - |
| Electrical Equipment | 4.82 | - |
| Chemicals & Petrochemicals | 3.79 | - |
| IT - Software | 6.65 | - |
| Leisure Services | 1.38 | - |
| Paper, Forest & Jute Products | 0.68 | - |
| Healthcare Services | 3.96 | - |
| Auto Components | 6.57 | - |
| Banks | 6.52 | - |
| Capital Markets | 1.79 | - |
| Industrial Products | 8.25 | - |
| Fertilizers & Agrochemicals | 0.96 | - |
| Insurance | 3.21 | - |
| Diversified Metals | 0.69 | - |
| Realty | 3.76 | - |
| Consumer Durables | 6.15 | - |
| Automobiles | 1.16 | - |
| Minerals & Mining | 2.01 | - |
| Commercial Services & Supplies | 0.56 | - |
| Beverages | 2.81 | - |
| Cement & Cement Products | 3.03 | - |
| Transport Infrastructure | 0.75 | - |
| Ferrous Metals | 1.96 | - |
| Textiles & Apparels | 3.47 | - |
| Power | 2.23 | - |
| Industrials | - | 14.71 |
| Consumer Defensive | - | 4.53 |
| Consumer Cyclical | - | 14.24 |
| Healthcare | - | 10.47 |
| Financial Services | - | 24.25 |
| Basic Materials | - | 11.05 |
| Real Estate | - | 2.71 |
| Energy | - | 2.41 |
| Communication Services | - | 1.78 |
| Technology | - | 9.68 |
| Utilities | - | 0.57 |
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