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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) ₹5970 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 2.47% 0.5%
6 Month 19.05% 9.39%
1 Year -3.99% -14.6%
3 Year 17.67% 15.3%
5 Year 23.85% 27.33%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
6 Month 4.04% -1.56%
1 Year 11.78% -3.09%
3 Year 18.72% 10.96%
5 Year 18.79% 17.71%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
1 Year 20.02% 12.16%
3 Year 18.45% 11.85%
5 Year 15.6% 10.64%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Standard Deviation 13.87% 17.376%
Sharp 0.76% 0.838%
Beta 0.94% 0.924%
Alpha -2.6% 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 8.56 16.35
Large Cap 4.66 14.76
Mid Cap 68.85 68.88
Small Cap 17.93 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Quant Mid Cap Fund-Growth

Others 3.54 15
Consumer Cyclical 14.97 3.71
Technology 10.98 6.52
Financial Services 20.54 3.71
Healthcare 12.48 10.48
Industrials 11.11 14.88
Basic Materials 16.2 9.88
Real Estate 3.81 -
Communication Services 1.14 10.53
Consumer Defensive 2.87 11.53
Utilities 2.36 2.12
Energy - 11.65

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