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) | ₹6271 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 | -0.61% | -1.49% |
| 6 Month | 2.85% | -3.9% |
| 1 Year | 0.64% | -6.96% |
| 3 Year | 19.11% | 14.27% |
| 5 Year | 21.24% | 23.42% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 1.68% | 0.05% |
| 1 Year | 13.4% | 2.29% |
| 3 Year | 16.08% | 8.65% |
| 5 Year | 16.85% | 15.21% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 19.39% | 11.51% |
| 3 Year | 18.58% | 12.56% |
| 5 Year | 15.8% | 11.03% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Quant Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.87% | 17.376% |
| Sharp | 0.88% | 0.838% |
| Beta | 0.94% | 0.924% |
| Alpha | -2.36% | 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 | 9.57 | 26.8 |
| Large Cap | 4.01 | 11.1 |
| Mid Cap | 65.3 | 62.1 |
| Small Cap | 21.12 | - |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Quant Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.63 | 24.96 |
| Consumer Cyclical | 17.67 | 0.43 |
| Technology | 11.4 | 7.58 |
| Financial Services | 22.08 | 5.87 |
| Healthcare | 8.26 | 10.37 |
| Industrials | 10.99 | 16.71 |
| Basic Materials | 14.9 | 9 |
| Real Estate | 5.91 | 0.83 |
| Communication Services | 1.1 | 8.72 |
| Consumer Defensive | 2.75 | 4.71 |
| Utilities | 2.31 | 2.22 |
| Energy | - | 8.6 |
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