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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) | ₹5970 Cr | ₹12501 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 | 2.47% | 2.45% |
| 6 Month | 19.05% | 21.64% |
| 1 Year | -3.99% | -0.93% |
| 3 Year | 17.67% | 21.49% |
| 5 Year | 23.85% | 25.6% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.04% | 5.36% |
| 1 Year | 11.78% | 14.63% |
| 3 Year | 18.72% | 22.94% |
| 5 Year | 18.79% | 22.54% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.87% | 15.01% |
| Sharp | 0.76% | 0.98% |
| Beta | 0.94% | 0.90% |
| Alpha | -2.6% | 1.38% |
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 | 8.56 | 8.46 |
| Large Cap | 4.66 | 10.65 |
| Mid Cap | 68.85 | 66.65 |
| Small Cap | 17.93 | 14.24 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.54 | 5.49 |
| Consumer Cyclical | 14.97 | 17.91 |
| Technology | 10.98 | 5.61 |
| Financial Services | 20.54 | 19.28 |
| Healthcare | 12.48 | 11.57 |
| Industrials | 11.11 | 14.27 |
| Basic Materials | 16.2 | 11.06 |
| Real Estate | 3.81 | 3.59 |
| Communication Services | 1.14 | 2.32 |
| Consumer Defensive | 2.87 | 4.27 |
| Utilities | 2.36 | 2.59 |
| Energy | - | 2.04 |
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