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) | ₹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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