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Sundaram Mid Cap Fund Regular Plan vs Edelweiss Mid Cap Fund 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 | ₹12344 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 | 6% | 3.69% |
| 6 Month | 3.03% | 1.32% |
| 1 Year | 11.79% | 9.02% |
| 3 Year | 32.19% | 30.18% |
| 5 Year | 33.89% | 29.21% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 14.18% | 11.91% |
| 1 Year | 18.17% | 12.45% |
| 3 Year | 29.63% | 26.14% |
| 5 Year | 27.56% | 24.84% |
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 | 16.63% | 16.40% |
| Sharp | 1.16% | 1.15% |
| Beta | 0.92% | 0.92% |
| Alpha | 2.24% | 1.93% |
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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 | 4.44 | 6.38 |
| Mid Cap | 72.33 | 65.33 |
| Small Cap | 13.57 | 13.03 |
| Large Cap | 9.66 | 15.27 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.54 | 5.37 |
| Industrials | 14.33 | 14.82 |
| Consumer Defensive | 4.99 | 3.4 |
| Basic Materials | 7.86 | 9.99 |
| Consumer Cyclical | 17.24 | 18.88 |
| Healthcare | 12.6 | 11.03 |
| Financial Services | 20.96 | 19.52 |
| Real Estate | 3.84 | 3.43 |
| Energy | 1.35 | 1.7 |
| Technology | 11.5 | 6.45 |
| Utilities | 0 | 2.1 |
| Communication Services | 1.79 | 3.32 |
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