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) | ₹5922 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 | 3.09% | 2.23% |
6 Month | 1.73% | -1.16% |
1 Year | 4.11% | -10.61% |
3 Year | 23.6% | 25.32% |
5 Year | 27.41% | 32.08% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 11.71% | 8.84% |
1 Year | 12.34% | 4.01% |
3 Year | 21.42% | 17.67% |
5 Year | 21.09% | 22.74% |
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 | 3.21 | 19.14 |
Mid Cap | 67.04 | 62.06 |
Small Cap | 18.29 | - |
Large Cap | 11.61 | 18.8 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 3.21 | 19.14 |
IT - Services | 0.68 | - |
Finance | 10.09 | - |
Retailing | 2.06 | - |
Pharmaceuticals & Biotechnology | 6.84 | - |
Electrical Equipment | 3.56 | - |
Chemicals & Petrochemicals | 4.27 | - |
IT - Software | 5.51 | - |
Leisure Services | 2.07 | - |
Paper, Forest & Jute Products | 0.89 | - |
Healthcare Services | 4.53 | - |
Auto Components | 4.9 | - |
Banks | 7.77 | - |
Transport Services | 0.87 | - |
Capital Markets | 1.75 | - |
Industrial Products | 10.8 | - |
Fertilizers & Agrochemicals | 1.8 | - |
Insurance | 3.11 | - |
Diversified Metals | 0.66 | - |
Realty | 3.73 | - |
Consumer Durables | 4.36 | - |
Automobiles | 0.94 | - |
Minerals & Mining | 1.9 | - |
Beverages | 2.93 | - |
Transport Infrastructure | 0.77 | - |
Ferrous Metals | 1.77 | - |
Textiles & Apparels | 3.79 | - |
Power | 2.55 | - |
Cement & Cement Products | 2.04 | - |
Energy | - | 12.99 |
Technology | - | 0.69 |
Financial Services | - | 4.65 |
Industrials | - | 16.55 |
Communication Services | - | 9.25 |
Consumer Defensive | - | 11.56 |
Utilities | - | 2.03 |
Basic Materials | - | 9.64 |
Healthcare | - | 8 |
Consumer Cyclical | - | 5.49 |
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