Axis Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Axis Midcap Fund - Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹28380 Cr | ₹11638 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 18 Feb 2011 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 150 MidCap Index | NIFTY Midcap 150 TRI |
Turn Over | 23% | 45% |
Expense Ratio | 1.58 | 1.77 |
Manager | Shreyash Devalkar | Ratish Varier |
ISIN Code | INF846K01859 | INF903J01173 |
Exits Load | Axis Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.31% | 5.12% |
6 Month | -13.11% | -13.39% |
1 Year | 5.62% | 6.7% |
3 Year | 13.04% | 19.34% |
5 Year | 25.31% | 30.39% |
SIP Return Analysis
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -7.97% | -7.88% |
1 Year | -14.95% | -13.09% |
3 Year | 13.86% | 19.06% |
5 Year | 16.11% | 21.38% |
Rolling Lumpsum Returns
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.93% | 21.47% |
3 Year | 19.46% | 18.34% |
5 Year | 19.52% | 18.67% |
Risk Management
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.08% | 16.453% |
Sharp | 0.47% | 0.764% |
Beta | 0.85% | 0.915% |
Alpha | -3.84% | 0.528% |
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Fund Managers
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Shreyash Devalkar | Ratish Varier |
Total AUM | ₹166770 Cr | ₹12102 Cr |
Funds Managed | 14 | 3 |
Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 14.1 | 6.38 |
Mid Cap | 65.67 | 65.33 |
Small Cap | 4.81 | 13.03 |
Large Cap | 15.44 | 15.27 |
Sector Allocation
Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 14.1 | 5.37 |
Industrial Products | 3.75 | - |
Auto Components | 7.08 | - |
Pharmaceuticals & Biotechnology | 7.98 | - |
IT - Services | 0.42 | - |
Retailing | 3.79 | - |
Finance | 6.02 | - |
Healthcare Services | 4.84 | - |
Electrical Equipment | 5.35 | - |
IT - Software | 7.44 | - |
Leisure Services | 4.09 | - |
Aerospace & Defense | 0.96 | - |
Banks | 3.42 | - |
Realty | 3.19 | - |
Petroleum Products | 0.4 | - |
Transport Services | 0.23 | - |
Capital Markets | 1.61 | - |
Telecom - Services | 2.29 | - |
Fertilizers & Agrochemicals | 4.25 | - |
Beverages | 0.08 | - |
Ferrous Metals | 0.42 | - |
Consumer Durables | 4.32 | - |
Personal Products | 0.6 | - |
Oil | 0.12 | - |
Chemicals & Petrochemicals | 2.65 | - |
Financial Technology (Fintech) | 1.52 | - |
Diversified | 0.55 | - |
Automobiles | 1.67 | - |
Industrial Manufacturing | 0.73 | - |
Textiles & Apparels | 1.33 | - |
Insurance | 1.62 | - |
Power | 1.15 | - |
Cement & Cement Products | 2.05 | - |
Industrials | - | 14.82 |
Healthcare | - | 11.03 |
Basic Materials | - | 9.99 |
Consumer Cyclical | - | 18.88 |
Real Estate | - | 3.43 |
Energy | - | 1.7 |
Financial Services | - | 19.52 |
Communication Services | - | 3.32 |
Consumer Defensive | - | 3.4 |
Utilities | - | 2.1 |
Technology | - | 6.45 |
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