Aditya Birla Sun Life MidCap Fund vs Quant Mid Cap Fund compare
Aditya Birla Sun Life MidCap Fund-Growth
Quant Mid Cap Fund-Growth
Chart Comparison
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) | ₹6008 Cr | ₹8608 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Oct 2002 | 21 Mar 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 | 1.87 | 1.75 |
| Manager | Dhaval Joshi | Sanjeev Sharma |
| ISIN Code | INF209K01363 | INF966L01176 |
| 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 | Quant Mid Cap Fund - Growth charges 0.5% 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 | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 1.71% | 1.84% |
| 6 Month | 10.11% | 1.61% |
| 1 Year | -0.11% | -8.26% |
| 3 Year | 19.02% | 16.17% |
| 5 Year | 23.69% | 26.19% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.28% | 1.26% |
| 1 Year | 14.66% | 4.09% |
| 3 Year | 17.93% | 10.74% |
| 5 Year | 18.03% | 16.92% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 19.77% | 12.08% |
| 3 Year | 18.44% | 11.93% |
| 5 Year | 15.68% | 10.71% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.87% | 17.376% |
| Sharp | 0.8% | 0.838% |
| Beta | 0.94% | 0.924% |
| Alpha | -2.73% | 0.658% |
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 |
| Funds Managed | 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 |
|---|---|---|
| Others | 8.79 | 26.8 |
| Large Cap | 3.95 | 11.1 |
| Mid Cap | 65.81 | 62.1 |
| Small Cap | 21.45 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.88 | 24.96 |
| Consumer Cyclical | 17.13 | 0.43 |
| Technology | 11.09 | 7.58 |
| Financial Services | 20.63 | 5.87 |
| Healthcare | 10.41 | 10.37 |
| Industrials | 11.8 | 16.71 |
| Basic Materials | 16.17 | 9 |
| Real Estate | 3.76 | 0.83 |
| Communication Services | 1.09 | 8.72 |
| Consumer Defensive | 2.8 | 4.71 |
| Utilities | 2.23 | 2.22 |
| Energy | - | 8.6 |
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