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 | Very High |
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 | 8.58% | 8.03% |
6 Month | -15.19% | -12.01% |
1 Year | 11.74% | 17.58% |
3 Year | 16.08% | 21.92% |
5 Year | 29.76% | 34.88% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.23% | -7.47% |
1 Year | -10.8% | -7.67% |
3 Year | 17.23% | 23.4% |
5 Year | 20.09% | 25.27% |
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 | 0.48% | 0.992% |
Beta | 0.91% | 0.906% |
Alpha | -4.11% | 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 |
Funds Managed | 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 | 7.81 | 4.44 |
Small Cap | 17.12 | 13.57 |
Mid Cap | 68.21 | 72.33 |
Large Cap | 6.85 | 9.66 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.6 | 3.54 |
Consumer Cyclical | 16.59 | 17.24 |
Industrials | 12.88 | 14.33 |
Technology | 8.31 | 11.5 |
Basic Materials | 14.88 | 7.86 |
Healthcare | 12.5 | 12.6 |
Financial Services | 17.22 | 20.96 |
Utilities | 2.91 | 0 |
Real Estate | 3.73 | 3.84 |
Communication Services | 1.4 | 1.79 |
Energy | 0.76 | 1.35 |
Consumer Defensive | 3.22 | 4.99 |
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