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

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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tortoise-icon Quant Mid Cap Fund-Growth

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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) ₹5533 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 5.81% 1.7%
6 Month -1.84% -3.93%
1 Year 5.19% -11.14%
3 Year 23.45% 24.23%
5 Year 28.51% 32.56%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
6 Month 11.37% 6.29%
1 Year 9.62% -2.93%
3 Year 21.31% 16.94%
5 Year 21.16% 22.55%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
1 Year 20.52% 12.31%
3 Year 18.28% 11.76%
5 Year 15.51% 10.55%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Standard Deviation 13.87% 17.376%
Sharp 0.87% 0.838%
Beta 0.91% 0.924%
Alpha -3.72% 0.658%

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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 2.41 10.44
Mid Cap 68.22 70.05
Small Cap 17.72 -
Large Cap 11.49 19.52

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Quant Mid Cap Fund-Growth

Others 2.41 10.44
IT - Services 0.51 -
Finance 10.86 -
Retailing 2.65 -
Pharmaceuticals & Biotechnology 7.4 -
Chemicals & Petrochemicals 5.46 -
IT - Software 5.33 -
Leisure Services 2.42 -
Paper, Forest & Jute Products 0.82 -
Healthcare Services 4.67 -
Auto Components 5.78 -
Banks 7.72 -
Electrical Equipment 2.29 -
Transport Services 0.78 -
Capital Markets 1.76 -
Industrial Products 8.01 -
Fertilizers & Agrochemicals 2.05 -
Insurance 2.83 -
Diversified Metals 0.83 -
Realty 3.81 -
Consumer Durables 4.2 -
Construction 0.15 -
Automobiles 0.95 -
Minerals & Mining 1.82 -
Beverages 3.27 -
Transport Infrastructure 0.69 -
Ferrous Metals 1.76 -
Textiles & Apparels 3.62 -
Power 3 -
Cement & Cement Products 1.99 -
Energy - 11.18
Financial Services - 3.93
Technology - 0.67
Industrials - 20.21
Basic Materials - 14.83
Communication Services - 7.08
Consumer Defensive - 13.29
Healthcare - 10.17
Utilities - 1.52
Consumer Cyclical - 6.68

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