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 Sundaram Mid Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life MidCap Fund-Growth

Invest Now

tortoise-icon Sundaram Mid Cap Fund Regular Plan - 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 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%

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 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

Top Comparisons

Canara Robeco Short Duration Fund - Regular Plan - Growth Option Canara Robeco Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.34%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.87%

Compare Now

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns6.38%

VS

Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns19.01%

VS

Aditya Birla Sun Life Pure Value Fund - Growth Option Aditya Birla Sun Life Pure Value Fund - Growth Option

3Y Returns16.49%

Compare Now

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns19.73%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns18.26%

Compare Now
Add to Cart Successfully