- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns28.09%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns19.63%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns13.08%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.72%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns4.73%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns12.15%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.58%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns6.77%
