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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) | ₹6278 Cr | ₹13345 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 | -1.77% | -2.18% |
| 6 Month | 0.94% | 3.93% |
| 1 Year | 0.14% | 0.76% |
| 3 Year | 19.84% | 23.02% |
| 5 Year | 20.45% | 22.56% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.17% | 1.95% |
| 1 Year | 14.19% | 17.69% |
| 3 Year | 16.16% | 20.39% |
| 5 Year | 16.82% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.29% | 20.02% |
| 3 Year | 18.6% | 19.49% |
| 5 Year | 15.84% | 19.08% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.87% | 13.35% |
| Sharp | 0.88% | 1.14% |
| Beta | 0.94% | 0.93% |
| Alpha | -2.36% | 1.35% |
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 | 10.13 | 9.41 |
| Large Cap | 4.82 | 10.07 |
| Mid Cap | 63.88 | 67.5 |
| Small Cap | 21.18 | 13.03 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.14 | 5.74 |
| Consumer Cyclical | 17.5 | 15.93 |
| Technology | 12.81 | 6.13 |
| Financial Services | 23.76 | 21.47 |
| Healthcare | 7.68 | 10.33 |
| Industrials | 11.87 | 14.16 |
| Basic Materials | 15.09 | 9.51 |
| Real Estate | 5.73 | 3.71 |
| Communication Services | 1.06 | 2.49 |
| Consumer Defensive | 1.06 | 6.1 |
| Utilities | 2.3 | 2.32 |
| Energy | - | 2.11 |
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