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

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Aditya Birla Sun Life MidCap Fund-Growth

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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)	₹6271 Cr	₹12647 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

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	-1.07%	-0.6%
6 Month	3.7%	5.45%
1 Year	0.9%	2.89%
3 Year	18.94%	23.83%
5 Year	21.25%	25.73%

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	2.24%	3.67%
1 Year	14.23%	18.14%
3 Year	17.1%	23.19%
5 Year	17.61%	22.98%

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	19.39%	15.17%
3 Year	18.58%	21.42%
5 Year	15.8%	20.72%

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.87%	15.59%
Sharp	0.88%	1.08%
Beta	0.94%	0.94%
Alpha	-2.37%	1.60%

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

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	2.62	8.39
Mid Cap	65.73	69.29
Large Cap	9.23	8.88
Small Cap	22.42	13.45

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	2.62	2.4
Retailing	2.95	-
IT - Services	1.75	-
Finance	8.89	-
Banks	8.69	-
Pharmaceuticals & Biotechnology	3.92	-
Electrical Equipment	4.8	-
Chemicals & Petrochemicals	3.9	-
IT - Software	7.52	-
Leisure Services	1.36	-
Paper, Forest & Jute Products	0.73	-
Healthcare Services	3.3	-
Auto Components	6.83	-
Commercial Services & Supplies	1.8	-
Capital Markets	0.59	-
Industrial Products	8.19	-
Fertilizers & Agrochemicals	0.39	-
Insurance	3.02	-
Diversified Metals	0.7	-
Realty	4.06	-
Consumer Durables	6.24	-
Financial Technology (Fintech)	0.91	-
Automobiles	1.13	-
Minerals & Mining	1.91	-
Beverages	2.75	-
Cement & Cement Products	2.94	-
Transport Infrastructure	0.74	-
Ferrous Metals	1.72	-
Textiles & Apparels	3.34	-
Power	2.31	-
Industrials	-	14.08
Consumer Defensive	-	4.37
Consumer Cyclical	-	14.43
Healthcare	-	9.47
Financial Services	-	25.36
Basic Materials	-	10.48
Real Estate	-	3.25
Energy	-	2.52
Communication Services	-	1.92
Technology	-	11.15
Utilities	-	0.57