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Edelweiss Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.95% | 2.78% |
| 6 Month | 8.12% | 9.44% |
| 1 Year | 9.64% | 9.83% |
| 3 Year | 24.91% | 24.16% |
| 5 Year | 27.8% | 25.65% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.46% | 3.28% |
| 1 Year | 16.87% | 18.5% |
| 3 Year | 23.18% | 21.89% |
| 5 Year | 22.79% | 21.73% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.3% | 20.21% |
| 3 Year | 21.35% | 19.35% |
| 5 Year | 20.7% | 19.04% |
Risk Management
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.59% | 15.06% |
| Sharp | 1.08% | 1.09% |
| Beta | 0.94% | 0.93% |
| Alpha | 1.60% | 1.50% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.34 | 6.89 |
| Mid Cap | 70.95 | 67.99 |
| Small Cap | 13.24 | 14.22 |
| Large Cap | 8.47 | 10.91 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.62 | 3.87 |
| Industrials | 14.71 | 14.8 |
| Consumer Defensive | 4.53 | 6.31 |
| Consumer Cyclical | 14.24 | 17.35 |
| Healthcare | 10.47 | 11.72 |
| Financial Services | 24.25 | 19.58 |
| Basic Materials | 11.05 | 10.47 |
| Real Estate | 2.71 | 3.58 |
| Energy | 2.41 | 2.16 |
| Communication Services | 1.78 | 2.15 |
| Technology | 9.68 | 5.48 |
| Utilities | 0.57 | 2.52 |
Top Comparisons
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