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

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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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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

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%

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%

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%

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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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

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

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