Edelweiss Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8268 Cr | ₹11638 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 26 Dec 2007 | 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 | 43% | 45% |
Expense Ratio | 1.73 | 1.77 |
Manager | Trideep Bhattacharya | Ratish Varier |
ISIN Code | INF843K01013 | INF903J01173 |
Exits Load | Edelweiss Mid Cap 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 | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.56% | 3.32% |
6 Month | -3.75% | -5% |
1 Year | 15.55% | 12.3% |
3 Year | 23% | 21.98% |
5 Year | 32.9% | 29.23% |
SIP Return Analysis
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -0.25% | -0.12% |
1 Year | -3.22% | -5.04% |
3 Year | 24.51% | 22.46% |
5 Year | 25.28% | 23.06% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.08% | 21.47% |
3 Year | 20.39% | 18.34% |
5 Year | 20.04% | 18.67% |
Risk Management
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.57% | 16.453% |
Sharp | 0.992% | 0.764% |
Beta | 0.906% | 0.915% |
Alpha | 1.762% | 0.528% |
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Fund Managers
Scheme Name | Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Trideep Bhattacharya | Ratish Varier |
Total AUM | ₹0 Cr | ₹12102 Cr |
Funds Managed | 9 | 3 |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.44 | 6.38 |
Mid Cap | 72.33 | 65.33 |
Small Cap | 13.57 | 13.03 |
Large Cap | 9.66 | 15.27 |
Sector Allocation
Scheme Name |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.54 | 5.37 |
Industrials | 14.33 | 14.82 |
Consumer Defensive | 4.99 | 3.4 |
Basic Materials | 7.86 | 9.99 |
Consumer Cyclical | 17.24 | 18.88 |
Healthcare | 12.6 | 11.03 |
Financial Services | 20.96 | 19.52 |
Real Estate | 3.84 | 3.43 |
Energy | 1.35 | 1.7 |
Technology | 11.5 | 6.45 |
Utilities | 0 | 2.1 |
Communication Services | 1.79 | 3.32 |
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