Aditya Birla Sun Life MidCap Fund vs Edelweiss Mid Cap Fund compare
Aditya Birla Sun Life MidCap Fund-Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹5533 Cr | ₹8268 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 03 Oct 2002 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 16% | 43% |
Expense Ratio | 1.87 | 1.73 |
Manager | Dhaval Joshi | Trideep Bhattacharya |
ISIN Code | INF209K01363 | INF843K01013 |
Exits Load | Aditya Birla Sun Life Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -6.23% | -7.38% |
6 Month | -13.7% | -10.92% |
1 Year | 6.38% | 13.14% |
3 Year | 14.65% | 21.91% |
5 Year | 18.68% | 24.09% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -11.83% | -6.07% |
3 Year | 15.26% | 22.37% |
5 Year | 19.71% | 25.43% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 21% | 16.08% |
3 Year | 18.45% | 20.39% |
5 Year | 15.37% | 20.04% |
Risk Management
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.87% | 15.57% |
Sharp | 0.55% | 0.992% |
Beta | 0.92% | 0.906% |
Alpha | -4.3% | 1.762% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Trideep Bhattacharya |
Total AUM | ₹361932 Cr | ₹0 Cr |
Fund Manage | 55 | 9 |
Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.64 | 9.49 |
Large Cap | 8.02 | 13.08 |
Small Cap | 25.69 | 14.49 |
Mid Cap | 65.58 | 62.94 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.64 | 3.31 |
Telecom - Services | 0.05 | - |
Auto Components | 9.47 | - |
Construction | 1.8 | 4.54 |
Cement & Cement Products | 3.77 | - |
Pharmaceuticals & Biotechnology | 7.14 | - |
Leisure Services | 1.97 | - |
Paper, Forest & Jute Products | 0.98 | - |
Healthcare Services | 4.64 | - |
Banks | 5.71 | - |
Chemicals & Petrochemicals | 3.49 | - |
Transport Services | 0.92 | - |
Ferrous Metals | 1.49 | - |
Finance | 9.56 | - |
Capital Markets | 1.77 | - |
Consumer Durables | 7.07 | - |
Electrical Equipment | 3 | - |
Fertilizers & Agrochemicals | 3.16 | - |
Insurance | 2.61 | - |
Agricultural Food & other Products | 0.4 | - |
Industrial Products | 4.78 | - |
Gas | 1.52 | - |
Agricultural, Commercial & Construction Vehicles | 0.87 | - |
Realty | 2.16 | - |
IT - Software | 3.52 | - |
Entertainment | 1.09 | - |
Oil | 0.78 | - |
Retailing | 3.22 | - |
Automobiles | 0.83 | - |
Industrial Manufacturing | 0.47 | - |
Personal Products | 0.36 | - |
Minerals & Mining | 1.44 | - |
Beverages | 3.47 | - |
Transport Infrastructure | 0.12 | - |
Power | 3.33 | - |
Textiles & Apparels | 2.33 | - |
Materials | - | 5.49 |
Consumer Staples | - | 1.87 |
Healthcare | - | 6.29 |
Financial | - | 14.64 |
Services | - | 11.48 |
Capital Goods | - | 20.88 |
Automobile | - | 11.39 |
Communication | - | 1.48 |
Metals & Mining | - | 6.29 |
Consumer Discretionary | - | 1.97 |
Technology | - | 5.63 |
Energy | - | 0.95 |
Chemicals | - | 3.48 |
Textiles | - | 0.31 |
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