Edelweiss Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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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	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Fund	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹12647 Cr	₹13236 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	26 Dec 2007	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	43%	45%
Expense Ratio	1.73	1.77
Manager	Trideep Bhattacharya	Ratish Varier
ISIN Code	INF843K01013	INF903J01173
Exits Load	Edelweiss Mid Cap 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	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	0.36%	-0.84%
6 Month	4.33%	5.28%
1 Year	1.93%	2.82%
3 Year	23.95%	23.05%
5 Year	25.69%	23.79%

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	2.92%	2.97%
1 Year	17.4%	17.7%
3 Year	22.27%	20.83%
5 Year	22.22%	21.12%

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	15.17%	20.09%
3 Year	21.42%	19.42%
5 Year	20.72%	19.06%

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	15.59%	13.35%
Sharp	1.08%	1.14%
Beta	0.94%	0.93%
Alpha	1.60%	1.35%

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Name	Trideep Bhattacharya	Ratish Varier
Total AUM	₹0 Cr	₹12102 Cr
Funds Managed	9	3
	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	8.39	6.44
Mid Cap	69.29	68.29
Small Cap	13.45	14.19
Large Cap	8.88	11.07

Scheme Name	Edelweiss Mid Cap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	2.4	6.44
Industrials	14.08	-
Consumer Defensive	4.37	-
Consumer Cyclical	14.43	-
Healthcare	9.47	-
Financial Services	25.36	-
Basic Materials	10.48	-
Real Estate	3.25	-
Energy	2.52	-
Communication Services	1.92	-
Technology	11.15	-
Utilities	0.57	-
Finance	-	7.02
Cement & Cement Products	-	2.37
Pharmaceuticals & Biotechnology	-	4.61
IT - Services	-	1.09
Healthcare Services	-	5.79
Electrical Equipment	-	3.78
Agricultural, Commercial & Construction Vehicles	-	0.02
Auto Components	-	5.38
Banks	-	8.11
Realty	-	3.78
Petroleum Products	-	2.21
Capital Markets	-	4.01
Telecom - Services	-	2.21
Transport Services	-	1.66
Fertilizers & Agrochemicals	-	3.44
Personal Products	-	2.71
Insurance	-	0.91
Industrial Products	-	8.59
Agricultural Food & other Products	-	1.99
Gas	-	0.6
IT - Software	-	1.73
Aerospace & Defense	-	1.62
Chemicals & Petrochemicals	-	0.9
Consumer Durables	-	3.72
Retailing	-	0.88
Financial Technology (Fintech)	-	1.98
Leisure Services	-	4.04
Automobiles	-	1.23
It - Software	-	2
Beverages	-	1.38
Ferrous Metals	-	1.92
Power	-	1.87