Axis Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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)	₹30008 Cr	₹12350 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	1.57	1.74
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

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	3.43%	3.46%
6 Month	2.62%	7.62%
1 Year	33.46%	35.63%
3 Year	18.81%	26.68%
5 Year	23%	24.79%

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	23.49%	26.13%
3 Year	26.1%	32.98%
5 Year	24.39%	29.8%

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	16.59%	21.22%
3 Year	19.75%	18.05%
5 Year	19.46%	18.53%

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	13.08%	13.35%
Sharp	0.76%	1.22%
Beta	0.81%	0.88%
Alpha	-2.57%	3.05%

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
Fund Manage	14	3
	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	5.54	5.82
Mid Cap	69.81	67.46
Large Cap	17.97	13.04
Small Cap	6.72	13.95

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	5.54	5.82
Industrial Products	7.04	7.67
Pharmaceuticals & Biotechnology	7.54	6.89
IT - Services	0.67	-
Finance	6.28	8.57
Healthcare Services	4.03	4.37
Electrical Equipment	5.55	3.19
IT - Software	6.78	4.71
Leisure Services	3.18	3.59
Aerospace & Defense	1.26	1.31
Auto Components	10.37	7.23
Banks	4.49	8.64
Realty	4.93	3.04
Petroleum Products	0.45	1.42
Transport Services	0.27	2.13
Capital Markets	1.32	2.39
Telecom - Services	2.15	1.12
Fertilizers & Agrochemicals	4.63	3.11
Ferrous Metals	0.35	0.99
Consumer Durables	3.39	6.05
Power	2.16	1.71
Personal Products	1.03	-
Oil	0.14	-
Chemicals & Petrochemicals	2.95	1.47
Financial Technology (Fintech)	1.44	1.67
Diversified	0.66	-
Automobiles	1.62	1.48
Industrial Manufacturing	0.84	-
Insurance	1.66	1.28
Retailing	4.95	4.29
Textiles & Apparels	0.78	-
Cement & Cement Products	1.59	1.94
Agricultural Food & other Products	-	1.22
Gas	-	0.9
Food Products	-	0.88
Beverages	-	1.19