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Aditya Birla Sun Life MidCap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Aditya Birla Sun Life MidCap Fund-Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹6008 Cr | ₹12585 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 | 3.51% | 4.53% |
| 6 Month | 10.02% | 12.95% |
| 1 Year | 1.73% | 6.1% |
| 3 Year | 19.83% | 24.2% |
| 5 Year | 24.55% | 27.02% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.31% | 0.26% |
| 1 Year | 7.46% | 9.53% |
| 3 Year | 15.24% | 19.29% |
| 5 Year | 16.57% | 20.37% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.77% | 20.33% |
| 3 Year | 18.44% | 19.02% |
| 5 Year | 15.68% | 18.97% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.87% | 14.94% |
| Sharp | 0.8% | 1.01% |
| Beta | 0.94% | 0.90% |
| Alpha | -2.73% | 1.00% |
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 | 8.79 | 6.89 |
| Large Cap | 3.95 | 10.91 |
| Mid Cap | 65.81 | 67.99 |
| Small Cap | 21.45 | 14.22 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.88 | 3.87 |
| Consumer Cyclical | 17.13 | 17.35 |
| Technology | 11.09 | 5.48 |
| Financial Services | 20.63 | 19.58 |
| Healthcare | 10.41 | 11.72 |
| Industrials | 11.8 | 14.8 |
| Basic Materials | 16.17 | 10.47 |
| Real Estate | 3.76 | 3.58 |
| Communication Services | 1.09 | 2.15 |
| Consumer Defensive | 2.8 | 6.31 |
| Utilities | 2.23 | 2.52 |
| Energy | - | 2.16 |
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