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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) | ₹11297 Cr | ₹12501 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 | 3% | 2.67% |
| 6 Month | 20.82% | 20.61% |
| 1 Year | 1.69% | -0.5% |
| 3 Year | 22.8% | 21.63% |
| 5 Year | 29.68% | 26.65% |
SIP Return Analysis
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.63% | 5.36% |
| 1 Year | 13.94% | 14.63% |
| 3 Year | 24.57% | 22.94% |
| 5 Year | 23.94% | 22.54% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.68% | 20.64% |
| 3 Year | 20.86% | 18.9% |
| 5 Year | 20.48% | 18.91% |
Risk Management
| Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.59% | 15.01% |
| Sharp | 1.00% | 0.98% |
| Beta | 0.92% | 0.90% |
| Alpha | 2.12% | 1.38% |
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 | 9 | 8.46 |
| Mid Cap | 69.82 | 66.65 |
| Small Cap | 13.21 | 14.24 |
| Large Cap | 7.98 | 10.65 |
Sector Allocation
| Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.28 | 5.49 |
| Industrials | 13.44 | 14.27 |
| Consumer Defensive | 5.2 | 4.27 |
| Consumer Cyclical | 14.37 | 17.91 |
| Healthcare | 10.73 | 11.57 |
| Financial Services | 23.52 | 19.28 |
| Basic Materials | 10.81 | 11.06 |
| Real Estate | 2.94 | 3.59 |
| Energy | 2.26 | 2.04 |
| Communication Services | 1.49 | 2.32 |
| Technology | 10.31 | 5.61 |
| Utilities | 0.65 | 2.59 |
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