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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 | 6.8% | 7.82% |
| 6 Month | -12.53% | -9.54% |
| 1 Year | 7.21% | 15.57% |
| 3 Year | 14.54% | 21.38% |
| 5 Year | 27.54% | 32.77% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.83% | -2.49% |
| 1 Year | -9.03% | -5.01% |
| 3 Year | 17.07% | 23.75% |
| 5 Year | 19.58% | 25.05% |
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 | 0.52% | 0.992% |
| Beta | 0.93% | 0.906% |
| Alpha | -3.5% | 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 | 3.74 | 4.44 |
| Small Cap | 16.35 | 13.57 |
| Mid Cap | 67.82 | 72.33 |
| Large Cap | 12.09 | 9.66 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.74 | 3.54 |
| Construction | 0.82 | - |
| IT - Services | 0.61 | - |
| Finance | 10.11 | - |
| Retailing | 2.7 | - |
| Pharmaceuticals & Biotechnology | 7.64 | - |
| Chemicals & Petrochemicals | 4.81 | - |
| IT - Software | 6.25 | - |
| Leisure Services | 2.42 | - |
| Paper, Forest & Jute Products | 0.8 | - |
| Healthcare Services | 4.76 | - |
| Auto Components | 5.87 | - |
| Banks | 6.93 | - |
| Electrical Equipment | 2.51 | - |
| Transport Services | 0.81 | - |
| Capital Markets | 1.59 | - |
| Fertilizers & Agrochemicals | 1.73 | - |
| Insurance | 2.42 | - |
| Industrial Products | 7.13 | - |
| Diversified Metals | 0.88 | - |
| Realty | 3.6 | - |
| Ferrous Metals | 2.47 | - |
| Consumer Durables | 4.27 | - |
| Oil | 0.38 | - |
| Automobiles | 0.88 | - |
| Minerals & Mining | 1.96 | - |
| Beverages | 3.23 | - |
| Transport Infrastructure | 0.68 | - |
| Textiles & Apparels | 3.34 | - |
| Power | 2.75 | - |
| Cement & Cement Products | 1.91 | - |
| Industrials | - | 14.33 |
| Consumer Defensive | - | 4.99 |
| Basic Materials | - | 7.86 |
| Consumer Cyclical | - | 17.24 |
| Healthcare | - | 12.6 |
| Financial Services | - | 20.96 |
| Real Estate | - | 3.84 |
| Energy | - | 1.35 |
| Technology | - | 11.5 |
| Utilities | - | 0 |
| Communication Services | - | 1.79 |
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