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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 | 8.58% | 7.88% |
| 6 Month | -15.19% | -14.16% |
| 1 Year | 11.74% | 12.4% |
| 3 Year | 16.08% | 21.03% |
| 5 Year | 29.76% | 30.27% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MidCap Fund-Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -6.23% | -7.34% |
| 1 Year | -10.8% | -9.78% |
| 3 Year | 17.23% | 21.53% |
| 5 Year | 20.09% | 22.98% |
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 | 0.48% | 0.764% |
| Beta | 0.91% | 0.915% |
| Alpha | -4.11% | 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 | 7.81 | 6.38 |
| Small Cap | 17.12 | 13.03 |
| Mid Cap | 68.21 | 65.33 |
| Large Cap | 6.85 | 15.27 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MidCap Fund-Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.6 | 5.37 |
| Consumer Cyclical | 16.59 | 18.88 |
| Industrials | 12.88 | 14.82 |
| Technology | 8.31 | 6.45 |
| Basic Materials | 14.88 | 9.99 |
| Healthcare | 12.5 | 11.03 |
| Financial Services | 17.22 | 19.52 |
| Utilities | 2.91 | 2.1 |
| Real Estate | 3.73 | 3.43 |
| Communication Services | 1.4 | 3.32 |
| Energy | 0.76 | 1.7 |
| Consumer Defensive | 3.22 | 3.4 |
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