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) | ₹6278 Cr | ₹13196 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 | -1.77% | -1.25% |
| 6 Month | 0.94% | 2.43% |
| 1 Year | 0.14% | -0.11% |
| 3 Year | 19.84% | 24.47% |
| 5 Year | 20.45% | 24.93% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.17% | 2.01% |
| 1 Year | 14.19% | 17.19% |
| 3 Year | 16.16% | 21.88% |
| 5 Year | 16.82% | 21.93% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.29% | 15.08% |
| 3 Year | 18.6% | 21.47% |
| 5 Year | 15.84% | 20.75% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.87% | 15.58% |
| Sharp | 0.88% | 1.09% |
| Beta | 0.94% | 0.94% |
| Alpha | -2.36% | 1.92% |
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 | 10.13 | 9.52 |
| Large Cap | 4.82 | 7.67 |
| Mid Cap | 63.88 | 70.12 |
| Small Cap | 21.18 | 12.69 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.14 | 2.84 |
| Consumer Cyclical | 17.5 | 14.44 |
| Technology | 12.81 | 11.74 |
| Financial Services | 23.76 | 28.35 |
| Healthcare | 7.68 | 8.56 |
| Industrials | 11.87 | 12.89 |
| Basic Materials | 15.09 | 9.3 |
| Real Estate | 5.73 | 3.03 |
| Communication Services | 1.06 | 1.92 |
| Consumer Defensive | 1.06 | 4.2 |
| Utilities | 2.3 | 0.54 |
| Energy | - | 2.16 |
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