Aditya Birla Sun Life MidCap Fund vs Quant Mid Cap Fund compare
Aditya Birla Sun Life MidCap Fund-Growth
Quant Mid Cap Fund-Growth
Chart Comparison
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 Risk | Very High Risk |
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 | -6.23% | -7.58% |
6 Month | -13.7% | -19.23% |
1 Year | 6.38% | -4.42% |
3 Year | 14.66% | 19.55% |
5 Year | 18.68% | 27.36% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -11.83% | -21.61% |
3 Year | 15.26% | 15.72% |
5 Year | 19.71% | 24.41% |
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 | 0.55% | 0.838% |
Beta | 0.92% | 0.924% |
Alpha | -4.3% | 0.658% |
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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 |
Fund Manage | 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 | 0.64 | 12.39 |
Large Cap | 8.02 | 17.85 |
Small Cap | 25.69 | - |
Mid Cap | 65.58 | 69.78 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 0.64 | 12.39 |
Telecom - Services | 0.05 | 4.5 |
Auto Components | 9.47 | 6.21 |
Construction | 1.8 | 7.93 |
Cement & Cement Products | 3.77 | - |
Pharmaceuticals & Biotechnology | 7.14 | 11.58 |
Leisure Services | 1.97 | 1.62 |
Paper, Forest & Jute Products | 0.98 | - |
Healthcare Services | 4.64 | - |
Banks | 5.71 | - |
Chemicals & Petrochemicals | 3.49 | 4.28 |
Transport Services | 0.92 | 7.91 |
Ferrous Metals | 1.49 | 11.77 |
Finance | 9.56 | 4.13 |
Capital Markets | 1.77 | - |
Consumer Durables | 7.07 | - |
Electrical Equipment | 3 | - |
Fertilizers & Agrochemicals | 3.16 | - |
Insurance | 2.61 | 1.05 |
Agricultural Food & other Products | 0.4 | 5.86 |
Industrial Products | 4.78 | - |
Gas | 1.52 | - |
Agricultural, Commercial & Construction Vehicles | 0.87 | - |
Realty | 2.16 | - |
IT - Software | 3.52 | 3.99 |
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 | 1.74 |
Textiles & Apparels | 2.33 | - |
Petroleum Products | - | 9.72 |
Diversified FMCG | - | 5.34 |
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