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

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

Invest Now

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

Invest Now

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) ₹5801 Cr ₹6621 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 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 1.9 1.76
Manager Dhaval Joshi Trideep Bhattacharya
ISIN Code INF209K01363 INF843K01013
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 4.73% 4.55%
6 Month 26.5% 29.57%
1 Year 40.01% 59.66%
3 Year 21.35% 28.36%
5 Year 25.69% 32.3%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.77% 23.66%
3 Year 45.54% 55.01%
5 Year 92.94% 115.03%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 27% 32.36%
3 Year 67.79% 84.42%
5 Year 101.59% 130.89%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.87% 13.78%
Sharp 1.05% 1.29%
Beta 0.88% 0.91%
Alpha -2.1% 0.28%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 1.32 9.49
Mid Cap 66.67 62.94
Small Cap 19.03 14.49
Large Cap 12.94 13.08

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 1.23 3.31
Healthcare 9.43 6.29
Communication 0.53 1.48
Materials 4.97 5.49
Services 8.88 11.48
Consumer Staples 5.14 1.87
Automobile 7.89 11.39
Financial 18.59 14.64
Chemicals 6.17 3.48
Energy 5.64 0.95
Metals & Mining 5.81 6.29
Capital Goods 11.59 20.88
Construction 2.71 4.54
Technology 3.34 5.63
Consumer Discretionary 5.37 1.97
Textiles 2.67 0.31

Top Comparisons

HDFC Gilt Fund - Growth Plan HDFC Gilt Fund - Growth Plan

3Y Returns5.41%

VS

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns6.29%

Compare Now

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns20.3%

VS

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns20.55%

Compare Now

Kotak Overnight Fund -Regular plan-Growth Option Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns5.54%

VS

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.54%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns22.98%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns22.88%

Compare Now
Request call back
Add to Cart Successfully