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Edelweiss Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
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 -7.38% -6.48%
6 Month -10.92% -12.37%
1 Year 13.14% 8.77%
3 Year 21.91% 20.73%
5 Year 24.09% 18.93%

SIP Return Analysis

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year -8.26% -10.88%
3 Year 21.26% 19.57%
5 Year 24.49% 21.94%

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% 15.2%
Sharp 0.992% 0.982%
Beta 0.906% 0.895%
Alpha 1.762% 1.414%

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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
Fund Manage 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 9.49 5.82
Mid Cap 62.94 67.46
Small Cap 14.49 13.95
Large Cap 13.08 13.04

Sector Allocation

Scheme Name

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.31 5.82
Materials 5.49 -
Consumer Staples 1.87 -
Healthcare 6.29 -
Financial 14.64 -
Services 11.48 -
Capital Goods 20.88 -
Construction 4.54 -
Automobile 11.39 -
Communication 1.48 -
Metals & Mining 6.29 -
Consumer Discretionary 1.97 -
Technology 5.63 -
Energy 0.95 -
Chemicals 3.48 -
Textiles 0.31 -
Industrial Products - 7.67
Pharmaceuticals & Biotechnology - 6.89
Cement & Cement Products - 1.94
Healthcare Services - 4.37
Electrical Equipment - 3.19
Chemicals & Petrochemicals - 1.47
Leisure Services - 3.59
Auto Components - 7.23
Realty - 3.04
Petroleum Products - 1.42
Automobiles - 1.48
Finance - 8.57
Transport Services - 2.13
Capital Markets - 2.39
Telecom - Services - 1.12
Fertilizers & Agrochemicals - 3.11
Banks - 8.64
Insurance - 1.28
Agricultural Food & other Products - 1.22
Consumer Durables - 6.05
Gas - 0.9
IT - Software - 4.71
Aerospace & Defense - 1.31
Financial Technology (Fintech) - 1.67
Food Products - 0.88
Retailing - 4.29
Beverages - 1.19
Ferrous Metals - 0.99
Power - 1.71

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