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) | ₹10028 Cr | ₹12818 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 | 1.39% | 2.03% |
6 Month | 8.22% | 7.7% |
1 Year | 6.91% | 5.72% |
3 Year | 29.19% | 28.06% |
5 Year | 32.7% | 28.64% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 10.94% | 10.22% |
1 Year | 13.44% | 10.9% |
3 Year | 26.78% | 24.26% |
5 Year | 25.8% | 23.75% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.93% | 20.98% |
3 Year | 20.64% | 18.62% |
5 Year | 20.33% | 18.81% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.18% | 16.03% |
Sharp | 1.42% | 1.33% |
Beta | 0.92% | 0.93% |
Alpha | 2.86% | 1.14% |
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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 | 8.42 | 10.54 |
Mid Cap | 71.32 | 64.47 |
Small Cap | 12.13 | 13.63 |
Large Cap | 8.13 | 11.36 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.21 | 7.95 |
Industrials | 12.51 | 14.53 |
Consumer Defensive | 5.63 | 4.02 |
Consumer Cyclical | 15.48 | 18.72 |
Healthcare | 10.69 | 10.4 |
Financial Services | 22.23 | 17.21 |
Basic Materials | 10.79 | 10.57 |
Real Estate | 3.24 | 3.74 |
Energy | 2.43 | 2.05 |
Communication Services | 2.3 | 2.44 |
Technology | 10.75 | 6.5 |
Utilities | 0.75 | 1.87 |
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