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
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) | ₹30145 Cr | ₹11825 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 06 Feb 2011 | 01 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 | 1.73 |
Manager | Shreyash Devalkar | Ratish Varier |
ISIN Code | INF846K01859 | INF903J01173 |
Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 7.5% | 3.73% |
6 Month | 28.3% | 26.72% |
1 Year | 43.85% | 55.76% |
3 Year | 18.69% | 27.27% |
5 Year | 26.49% | 27% |
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 22.32% | 21.78% |
3 Year | 43.83% | 55% |
5 Year | 85.21% | 101.07% |
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 25.5% | 26.93% |
3 Year | 62.31% | 73.41% |
5 Year | 94.68% | 110.61% |
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.08% | 13.35% |
Sharp | 1.02% | 1.37% |
Beta | 0.8% | 0.87% |
Alpha | -1.29% | 1.34% |
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Get Free Experts GuidanceScheme 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 | 9.13 | 6.5 |
Mid Cap | 65.23 | 66.49 |
Large Cap | 22.39 | 17.11 |
Small Cap | 3.26 | 9.85 |
Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.04 | 2.66 |
Materials | 7.43 | 5.11 |
Capital Goods | 17.55 | 11.59 |
Services | 10.09 | 13.57 |
Financial | 12.69 | 18.38 |
Automobile | 11.62 | 9.82 |
Healthcare | 8.69 | 10.83 |
Construction | 3.38 | 2.45 |
Chemicals | 7.13 | 3.8 |
Technology | 3.37 | 4.25 |
Communication | 2.16 | 0.34 |
Metals & Mining | 2.62 | 3.91 |
Consumer Discretionary | 1.68 | 4.72 |
Diversified | 2.09 | - |
Energy | 3.26 | 4.29 |
Textiles | 0.69 | - |
Insurance | 0.52 | 0.46 |
Unclassified | - | 1.83 |
Consumer Staples | - | 1.94 |
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