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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) | ₹6301 Cr | ₹13650 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 | -0.28% | -0.07% |
| 6 Month | -1.13% | 0.43% |
| 1 Year | 7.65% | 7.64% |
| 3 Year | 20.86% | 25.73% |
| 5 Year | 19.07% | 23.31% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.28% | 0.23% |
| 1 Year | 8.92% | 11.72% |
| 3 Year | 13.83% | 19.08% |
| 5 Year | 15.7% | 20.62% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.18% | 14.99% |
| 3 Year | 18.65% | 21.55% |
| 5 Year | 15.88% | 20.77% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.28% | 15.39% |
| Sharp | 0.92% | 1.17% |
| Beta | 0.93% | 0.94% |
| Alpha | -1.25% | 2.53% |
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 | 12.29 | 9.83 |
| Large Cap | 5.74 | 8.41 |
| Mid Cap | 61.46 | 71.13 |
| Small Cap | 20.51 | 10.64 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.52 | 2.22 |
| Consumer Cyclical | 16.36 | 14.55 |
| Technology | 12.42 | 9.35 |
| Financial Services | 23.83 | 29.72 |
| Healthcare | 6.94 | 8.08 |
| Industrials | 12.16 | 13.36 |
| Basic Materials | 15.69 | 9.89 |
| Real Estate | 5.66 | 2.85 |
| Communication Services | 1.06 | 2.39 |
| Utilities | 2.28 | 0.55 |
| Consumer Defensive | 1.08 | 4.81 |
| Energy | - | 2.24 |
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