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Aditya Birla Sun Life MidCap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - 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 Sundaram Mid Cap Fund Regular Plan - Growth
Fund Aditya Birla Sun Life MidCap Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5533 Cr ₹11638 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Oct 2002 19 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 16% 45%
Expense Ratio 1.87 1.77
Manager Dhaval Joshi Ratish Varier
ISIN Code INF209K01363 INF903J01173
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 Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 3.64% 3.68%
6 Month 0.21% -0.32%
1 Year 9.16% 11.01%
3 Year 21.07% 27.07%
5 Year 30.34% 31.3%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month 6.53% 6.45%
1 Year 2.83% 5.41%
3 Year 20.44% 24.99%
5 Year 20.91% 24.28%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 21% 21.47%
3 Year 18.45% 18.34%
5 Year 15.37% 18.67%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.87% 16.453%
Sharp 0.64% 0.764%
Beta 0.92% 0.915%
Alpha -3.83% 0.528%

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Fund Managers

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth
Name Dhaval Joshi Ratish Varier
Total AUM ₹361932 Cr ₹12102 Cr
Funds Managed 55 3
Aditya Birla Sun Life MidCap Fund-Growth Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 4.24 6.38
Mid Cap 67.91 65.33
Small Cap 16.26 13.03
Large Cap 12.04 15.27

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 4.24 5.37
IT - Services 0.56 -
Finance 10.2 -
Retailing 2.57 -
Pharmaceuticals & Biotechnology 7.89 -
Chemicals & Petrochemicals 5.35 -
IT - Software 6 -
Leisure Services 2.42 -
Paper, Forest & Jute Products 0.86 -
Healthcare Services 4.78 -
Auto Components 5.84 -
Banks 6.65 -
Electrical Equipment 2.3 -
Transport Services 0.82 -
Capital Markets 1.69 -
Fertilizers & Agrochemicals 1.89 -
Insurance 2.56 -
Industrial Products 7.75 -
Diversified Metals 0.95 -
Realty 3.49 -
Ferrous Metals 2.13 -
Consumer Durables 4.25 -
Construction 0.22 -
Automobiles 0.88 -
Minerals & Mining 1.98 -
Beverages 3.15 -
Transport Infrastructure 0.69 -
Textiles & Apparels 3.4 -
Power 2.97 -
Cement & Cement Products 1.97 -
Industrials - 14.82
Healthcare - 11.03
Basic Materials - 9.99
Consumer Cyclical - 18.88
Real Estate - 3.43
Energy - 1.7
Financial Services - 19.52
Communication Services - 3.32
Consumer Defensive - 3.4
Utilities - 2.1
Technology - 6.45

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