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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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) ₹6015 Cr ₹8941 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 1.73
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 -8.28% -5.67%
6 Month -4.98% -15.42%
1 Year 15.88% 11.4%
3 Year 13.9% 20.12%
5 Year 20.48% 30.17%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year 1.24% -9.72%
3 Year 20.09% 21.33%
5 Year 22.45% 27.88%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
1 Year 20.84% 12.47%
3 Year 18.53% 11.42%
5 Year 15.28% 10.35%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Standard Deviation 13.87% 15.85%
Sharp 0.7% 1.43%
Beta 0.9% 0.88%
Alpha -3.27% 5.07%

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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
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

Others 0.64 12.39
Large Cap 8.02 17.85
Small Cap 25.69 -
Mid Cap 65.58 69.78

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Quant Mid Cap Fund-Growth

Others 0.64 12.39
Telecom - Services 0.05 4.5
Auto Components 9.47 6.21
Construction 1.8 7.93
Cement & Cement Products 3.77 -
Pharmaceuticals & Biotechnology 7.14 11.58
Leisure Services 1.97 1.62
Paper, Forest & Jute Products 0.98 -
Healthcare Services 4.64 -
Banks 5.71 -
Chemicals & Petrochemicals 3.49 4.28
Transport Services 0.92 7.91
Ferrous Metals 1.49 11.77
Finance 9.56 4.13
Capital Markets 1.77 -
Consumer Durables 7.07 -
Electrical Equipment 3 -
Fertilizers & Agrochemicals 3.16 -
Insurance 2.61 1.05
Agricultural Food & other Products 0.4 5.86
Industrial Products 4.78 -
Gas 1.52 -
Agricultural, Commercial & Construction Vehicles 0.87 -
Realty 2.16 -
IT - Software 3.52 3.99
Entertainment 1.09 -
Oil 0.78 -
Retailing 3.22 -
Automobiles 0.83 -
Industrial Manufacturing 0.47 -
Personal Products 0.36 -
Minerals & Mining 1.44 -
Beverages 3.47 -
Transport Infrastructure 0.12 -
Power 3.33 1.74
Textiles & Apparels 2.33 -
Petroleum Products - 9.72
Diversified FMCG - 5.34

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