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
| 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) | ₹5801 Cr | ₹11825 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Oct 2002 | 01 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 | 1.9 | 1.73 |
| Manager | Dhaval Joshi | Ratish Varier |
| ISIN Code | INF209K01363 | INF903J01173 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.59% | 3.73% |
| 6 Month | 26.63% | 26.72% |
| 1 Year | 42.19% | 55.76% |
| 3 Year | 21.55% | 27.27% |
| 5 Year | 25.9% | 27% |
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.77% | 21.78% |
| 3 Year | 45.54% | 55% |
| 5 Year | 92.94% | 101.07% |
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 27% | 26.93% |
| 3 Year | 67.79% | 73.41% |
| 5 Year | 101.59% | 110.61% |
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.87% | 13.35% |
| Sharp | 1.1% | 1.37% |
| Beta | 0.88% | 0.87% |
| Alpha | -2.22% | 1.34% |
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| 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 |
| Fund Manage | 55 | 3 |
| Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Mid Cap | 66.67 | 66.49 |
| Small Cap | 19.03 | 9.85 |
| Large Cap | 12.94 | 17.11 |
| Others | 1.32 | 6.5 |
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Energy | 5.64 | 4.29 |
| Healthcare | 9.43 | 10.83 |
| Chemicals | 6.17 | 3.8 |
| Textiles | 2.67 | - |
| Capital Goods | 11.59 | 11.59 |
| Construction | 2.71 | 2.45 |
| Financial | 18.59 | 18.38 |
| Automobile | 7.89 | 9.82 |
| Technology | 3.34 | 4.25 |
| Others | 1.23 | 2.66 |
| Consumer Discretionary | 5.37 | 4.72 |
| Metals & Mining | 5.81 | 3.91 |
| Materials | 4.97 | 5.11 |
| Services | 8.88 | 13.57 |
| Consumer Staples | 5.14 | 1.94 |
| Communication | 0.53 | 0.34 |
| Unclassified | - | 1.83 |
| Insurance | - | 0.46 |
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