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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.14% | 2.08% |
| 6 Month | 5.61% | 7.18% |
| 1 Year | 4.81% | 6.31% |
| 3 Year | 20.21% | 25.21% |
| 5 Year | 22.54% | 26.94% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.59% | 1.56% |
| 1 Year | 11.15% | 13.94% |
| 3 Year | 16.83% | 22.76% |
| 5 Year | 17.56% | 22.84% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.4% | 15.25% |
| 3 Year | 18.58% | 21.41% |
| 5 Year | 15.8% | 20.71% |
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 | 0.88% | 1.08% |
| Beta | 0.94% | 0.94% |
| Alpha | -2.37% | 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 | 9.57 | 8.39 |
| Large Cap | 4.01 | 8.88 |
| Mid Cap | 65.3 | 69.29 |
| Small Cap | 21.12 | 13.45 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.63 | 2.4 |
| Consumer Cyclical | 17.67 | 14.43 |
| Technology | 11.4 | 11.15 |
| Financial Services | 22.08 | 25.36 |
| Healthcare | 8.26 | 9.47 |
| Industrials | 10.99 | 14.08 |
| Basic Materials | 15.62 | 10.48 |
| Real Estate | 5.18 | 3.25 |
| Communication Services | 1.1 | 1.92 |
| Consumer Defensive | 2.75 | 4.37 |
| Utilities | 2.31 | 0.57 |
| Energy | - | 2.52 |
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