Sundaram Mid Cap Fund Regular Plan vs Edelweiss Mid Cap Fund 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 Very High
Asset Size (Cr) ₹6621 Cr ₹11825 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 26 Dec 2007 01 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 1.76 1.73
Manager Trideep Bhattacharya Ratish Varier
ISIN Code INF843K01013 INF903J01173
Exits Load Exit load of 1%, if redeemed within 90 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 4.55% 3.73%
6 Month 29.57% 26.72%
1 Year 59.66% 55.76%
3 Year 28.36% 27.27%
5 Year 32.3% 27%

SIP Return Analysis

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 23.66% 21.78%
3 Year 55.01% 55%
5 Year 115.03% 101.07%

Rolling Lumpsum Returns

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 32.36% 26.93%
3 Year 84.42% 73.41%
5 Year 130.89% 110.61%

Risk Management

Scheme Name Edelweiss Mid Cap Fund - Regular Plan - Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.78% 13.35%
Sharp 1.29% 1.37%
Beta 0.91% 0.87%
Alpha 0.28% 1.34%

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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 6.5
Mid Cap 62.94 66.49
Small Cap 14.49 9.85
Large Cap 13.08 17.11

Sector Allocation

Scheme Name

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.31 2.66
Materials 5.49 5.11
Consumer Staples 1.87 1.94
Healthcare 6.29 10.83
Financial 14.64 18.38
Services 11.48 13.57
Capital Goods 20.88 11.59
Construction 4.54 2.45
Automobile 11.39 9.82
Communication 1.48 0.34
Metals & Mining 6.29 3.91
Consumer Discretionary 1.97 4.72
Technology 5.63 4.25
Energy 0.95 4.29
Chemicals 3.48 3.8
Textiles 0.31 -
Insurance - 0.46
Unclassified - 1.83

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