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

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Aditya Birla Sun Life MidCap Fund-Growth

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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)	₹6205 Cr	₹12818 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

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-1.25%	-1.35%
6 Month	9.06%	8.03%
1 Year	-1.28%	1.42%
3 Year	19.84%	24.7%
5 Year	26.33%	28.22%

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	8.21%	7.76%
1 Year	10.07%	9.45%
3 Year	20.82%	24.04%
5 Year	20.52%	23.59%

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	20.02%	20.64%
3 Year	18.45%	18.9%
5 Year	15.6%	18.91%

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	13.87%	16.03%
Sharp	1.1%	1.33%
Beta	0.92%	0.93%
Alpha	-3.69%	1.14%

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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

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	7.92	7.06
Large Cap	6.19	11.46
Mid Cap	67.6	67.43
Small Cap	18.28	14.05

Scheme Name	Aditya Birla Sun Life MidCap Fund-Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	3.67	4.28
Consumer Cyclical	14.25	18.14
Technology	9.1	6.16
Financial Services	22.92	20.7
Healthcare	12.04	10.71
Industrials	11.94	14.84
Basic Materials	15.62	10.69
Real Estate	3.87	3.78
Communication Services	1.2	2.55
Consumer Defensive	2.8	4.15
Utilities	2.6	1.89
Energy	-	2.1