Aditya Birla Sun Life MidCap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Aditya Birla Sun Life MidCap Fund-Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5533 Cr | ₹11638 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 03 Oct 2002 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 16% | 45% |
Expense Ratio | 1.87 | 1.77 |
Manager | Dhaval Joshi | Ratish Varier |
ISIN Code | INF209K01363 | INF903J01173 |
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 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.71% | 3.14% |
6 Month | -10.14% | -8.23% |
1 Year | 9.71% | 14.51% |
3 Year | 15.66% | 21.55% |
5 Year | 28.79% | 29.61% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -1.83% | -2.14% |
1 Year | -9.03% | -6.72% |
3 Year | 17.07% | 21.75% |
5 Year | 19.58% | 22.84% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 21% | 21.47% |
3 Year | 18.45% | 18.34% |
5 Year | 15.37% | 18.67% |
Risk Management
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.87% | 16.453% |
Sharp | 0.52% | 0.764% |
Beta | 0.93% | 0.915% |
Alpha | -3.5% | 0.528% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Ratish Varier |
Total AUM | ₹361932 Cr | ₹12102 Cr |
Funds Managed | 55 | 3 |
Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.74 | 6.38 |
Small Cap | 16.35 | 13.03 |
Mid Cap | 67.82 | 65.33 |
Large Cap | 12.09 | 15.27 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.74 | 5.37 |
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 | - | 14.82 |
Healthcare | - | 11.03 |
Basic Materials | - | 9.99 |
Consumer Cyclical | - | 18.88 |
Real Estate | - | 3.43 |
Energy | - | 1.7 |
Financial Services | - | 19.52 |
Communication Services | - | 3.32 |
Consumer Defensive | - | 3.4 |
Utilities | - | 2.1 |
Technology | - | 6.45 |
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