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

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Fund Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4944 Cr ₹4222 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2002 26 Feb 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open-ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 16% %
Expense Ratio 1.93 1.87
Manager Dhaval Joshi Sanjeev Sharma
ISIN Code INF209K01363 INF966L01176
Exits Load 1% for redemption within 90 days/365 Exit load of 0.50% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
1 Month 1.07% 0.45%
6 Month 20.15% 24.84%
1 Year 45.67% 64.24%
3 Year 22.1% 31.17%
5 Year 22.8% 36.14%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year 19.77% 29.27%
3 Year 45.54% 71.16%
5 Year 92.94% 158.32%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
1 Year 27% 38.51%
3 Year 67.79% 106.01%
5 Year 101.59% 165.66%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Standard Deviation 13.87% 15.85%
Sharp 1.1% 1.46%
Beta 0.88% 0.9%
Alpha -1.15% 6.11%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Name Dhaval Joshi Sanjeev Sharma
Total AUM ₹361932 Cr ₹39731 Cr
Fund Manage 55 22
Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Quant Mid Cap Fund-Growth

Mid Cap 66.67 65.62
Small Cap 19.03 -
Large Cap 12.94 21.46
Others 1.32 12.92

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Quant Mid Cap Fund-Growth

Energy 5.64 19.51
Healthcare 9.43 12.29
Chemicals 6.17 5.24
Textiles 2.67 -
Capital Goods 11.59 -
Construction 2.71 -
Financial 18.59 18.55
Automobile 7.89 9.88
Technology 3.34 2.78
Others 1.23 0.34
Consumer Discretionary 5.37 -
Metals & Mining 5.81 11.79
Materials 4.97 -
Services 8.88 14.39
Consumer Staples 5.14 -
Communication 0.53 5.23

Top Comparisons

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns6.29%

VS

LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth

3Y Returns6.29%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns23.01%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns16.85%

Compare Now

SBI Arbitrage Opportunities Fund - Regular Plan - Gr SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns6.12%

VS

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.14%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns5.79%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns5.6%

Compare Now
Request call back
Add to Cart Successfully