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) | ₹5922 Cr | ₹10028 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 | 1.01% | 2.03% |
6 Month | 4.33% | 3.86% |
1 Year | 3.95% | 8.13% |
3 Year | 22.56% | 29.78% |
5 Year | 27.16% | 32.85% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.71% | 13.62% |
1 Year | 12.34% | 19% |
3 Year | 21.42% | 28.73% |
5 Year | 21.09% | 27.03% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 20.52% | 15.93% |
3 Year | 18.28% | 20.64% |
5 Year | 15.51% | 20.33% |
Risk Management
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.87% | 16.18% |
Sharp | 1.1% | 1.42% |
Beta | 0.92% | 0.92% |
Alpha | -3.69% | 2.86% |
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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 | 7.5 | 8.42 |
Mid Cap | 67.04 | 71.32 |
Small Cap | 17.36 | 12.13 |
Large Cap | 8.1 | 8.13 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.05 | 3.21 |
Technology | 7.82 | 10.75 |
Financial Services | 21.72 | 22.23 |
Consumer Cyclical | 14.11 | 15.48 |
Healthcare | 11.37 | 10.69 |
Industrials | 15.4 | 12.51 |
Basic Materials | 16.11 | 10.79 |
Real Estate | 3.73 | 3.24 |
Communication Services | 1.21 | 2.3 |
Consumer Defensive | 2.93 | 5.63 |
Utilities | 2.55 | 0.75 |
Energy | - | 2.43 |
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