Aditya Birla Sun Life MidCap Fund vs Edelweiss Mid Cap Fund compare

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tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5801 Cr ₹6621 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 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 1.9 1.76
Manager Dhaval Joshi Trideep Bhattacharya
ISIN Code INF209K01363 INF843K01013
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 6.59% 4.55%
6 Month 26.63% 29.57%
1 Year 42.19% 59.66%
3 Year 21.55% 28.36%
5 Year 25.9% 32.3%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.77% 23.66%
3 Year 45.54% 55.01%
5 Year 92.94% 115.03%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 27% 32.36%
3 Year 67.79% 84.42%
5 Year 101.59% 130.89%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.87% 13.78%
Sharp 1.1% 1.29%
Beta 0.88% 0.91%
Alpha -2.22% 0.28%

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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

Mid Cap 66.67 62.94
Small Cap 19.03 14.49
Large Cap 12.94 13.08
Others 1.32 9.49

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Energy 5.64 0.95
Healthcare 9.43 6.29
Chemicals 6.17 3.48
Textiles 2.67 0.31
Capital Goods 11.59 20.88
Construction 2.71 4.54
Financial 18.59 14.64
Automobile 7.89 11.39
Technology 3.34 5.63
Others 1.23 3.31
Consumer Discretionary 5.37 1.97
Metals & Mining 5.81 6.29
Materials 4.97 5.49
Services 8.88 11.48
Consumer Staples 5.14 1.87
Communication 0.53 1.48

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