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) | ₹6008 Cr | ₹11731 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 | -0.63% | 0.07% |
6 Month | 11.5% | 13.14% |
1 Year | -2.84% | 1.86% |
3 Year | 19.81% | 24.98% |
5 Year | 24.59% | 29.33% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.57% | 1.81% |
1 Year | 10.63% | 13.37% |
3 Year | 17.36% | 23.28% |
5 Year | 17.93% | 23.16% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 19.77% | 15.38% |
3 Year | 18.44% | 21.06% |
5 Year | 15.68% | 20.55% |
Risk Management
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.87% | 15.52% |
Sharp | 0.8% | 1.03% |
Beta | 0.94% | 0.92% |
Alpha | -2.73% | 1.68% |
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 | 8.79 | 7.34 |
Large Cap | 3.95 | 8.47 |
Mid Cap | 65.81 | 70.95 |
Small Cap | 21.45 | 13.24 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.88 | 3.62 |
Consumer Cyclical | 17.13 | 14.24 |
Technology | 11.09 | 9.68 |
Financial Services | 20.63 | 24.25 |
Healthcare | 10.41 | 10.47 |
Industrials | 11.8 | 14.71 |
Basic Materials | 16.17 | 11.05 |
Real Estate | 3.76 | 2.71 |
Communication Services | 1.09 | 1.78 |
Consumer Defensive | 2.8 | 4.53 |
Utilities | 2.23 | 0.57 |
Energy | - | 2.41 |
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