Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Fund Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5533 Cr ₹8608 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Oct 2002 21 Mar 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 16% %
Expense Ratio 1.87 1.75
Manager Dhaval Joshi Sanjeev Sharma
ISIN Code INF209K01363 INF966L01176
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 Quant Mid Cap Fund - Growth charges 0.5% 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 Quant Mid Cap Fund-Growth
1 Month 2.71% 3.06%
6 Month -10.14% -9.73%
1 Year 9.71% -2.98%
3 Year 15.66% 17.76%
5 Year 28.79% 34.13%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
6 Month -1.83% -1.01%
1 Year -9.03% -15.31%
3 Year 17.07% 16.61%
5 Year 19.58% 23.38%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
1 Year 21% 12.53%
3 Year 18.45% 11.62%
5 Year 15.37% 10.43%

Risk Management

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Standard Deviation 13.87% 17.376%
Sharp 0.52% 0.838%
Beta 0.93% 0.924%
Alpha -3.5% 0.658%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth
Name Dhaval Joshi Sanjeev Sharma
Total AUM ₹361932 Cr ₹39731 Cr
Funds Managed 55 22
Aditya Birla Sun Life MidCap Fund-Growth Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Quant Mid Cap Fund-Growth

Others 3.74 10.44
Small Cap 16.35 -
Mid Cap 67.82 70.05
Large Cap 12.09 19.52

Sector Allocation

Scheme Name

Aditya Birla Sun Life MidCap Fund-Growth

Quant Mid Cap Fund-Growth

Others 3.74 10.44
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 -
Energy - 11.18
Financial Services - 3.93
Technology - 0.67
Industrials - 20.21
Basic Materials - 14.83
Communication Services - 7.08
Consumer Defensive - 13.29
Healthcare - 10.17
Utilities - 1.52
Consumer Cyclical - 6.68

Top Comparisons

LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Growth

3Y Returns11.62%

VS

LIC MF Nifty 50 Index Fund-Regular Plan-Growth LIC MF Nifty 50 Index Fund-Regular Plan-Growth

3Y Returns11.62%

Compare Now

Axis Value Fund - Regular Plan - Growth Axis Value Fund - Regular Plan - Growth

3Y Returns20.14%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns18.41%

Compare Now

Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G) Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)

3Y Returns0%

VS

Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G) Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)

3Y Returns0%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns15.81%

VS

Bandhan Small Cap Fund Regular Growth Bandhan Small Cap Fund Regular Growth

3Y Returns25.32%

Compare Now
Add to Cart Successfully