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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) | ₹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 | 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% | 23.88% |
SIP Return Analysis
| 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% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.58% | 13.35% |
| Sharp | 1.09% | 1.14% |
| Beta | 0.94% | 0.93% |
| Alpha | 1.92% | 1.35% |
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 | 8.39 | 9.45 |
| Mid Cap | 69.29 | 67.27 |
| Small Cap | 13.45 | 13.01 |
| Large Cap | 8.88 | 10.28 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.4 | 6.72 |
| Industrials | 14.08 | 14.56 |
| Consumer Defensive | 4.37 | 6.08 |
| Consumer Cyclical | 14.43 | 16.05 |
| Healthcare | 9.47 | 10.39 |
| Financial Services | 25.36 | 20.32 |
| Basic Materials | 10.48 | 9.54 |
| Real Estate | 3.25 | 3.78 |
| Energy | 2.52 | 2.21 |
| Communication Services | 1.92 | 2.21 |
| Technology | 11.15 | 5.69 |
| Utilities | 0.57 | 2.46 |
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