Bandhan Midcap Fund Regular vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Bandhan Midcap Fund Regular - Growth

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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 Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Fund Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1386 Cr ₹11825 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Aug 2022 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 % 45%
Expense Ratio 2.09 1.73
Manager Harshal Joshi Ratish Varier
ISIN Code INF194KB1DM6 INF903J01173
Exits Load Exit load of 1%, if redeemed within 1 year./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 Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month -6.06% -6.04%
6 Month 9.66% 10.84%
1 Year 35.8% 37.76%
3 Year - 21.7%
5 Year - 23.73%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 27.83% 29.86%
3 Year - 32.77%
5 Year - 29.48%

Rolling Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 43.97% 21.22%
3 Year - 18.05%
5 Year - 18.53%

Risk Management

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 2.58% 13.35%
Sharp - 1.16%
Beta - 0.88%
Alpha - 2.72%

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Fund Managers

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Name Harshal Joshi Ratish Varier
Total AUM ₹42965 Cr ₹12102 Cr
Fund Manage 20 3
Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Midcap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.19 6.5
Mid Cap 66.52 66.49
Small Cap 16.63 9.85
Large Cap 13.66 17.11

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.19 2.66
Industrial Products 12.57 -
Auto Components 10.22 -
Consumer Durables 6.82 -
Finance 2.77 -
Healthcare Services 2.11 -
Retailing 6.93 -
Pharmaceuticals & Biotechnology 4.05 -
Electrical Equipment 8.04 -
Chemicals & Petrochemicals 2.77 -
IT - Software 5.98 -
Leisure Services 2.87 -
Aerospace & Defense 1.55 -
Banks 2.95 -
Automobiles 3.33 -
Capital Markets 0.47 -
Telecom - Services 3.26 -
IT - Services 1.74 -
Fertilizers & Agrochemicals 1.85 -
Beverages 1.32 -
Ferrous Metals 0.92 -
Personal Products 0.44 -
Oil 1.45 -
Household Products 0.28 -
Financial Technology (Fintech) 2.02 -
Diversified 0.83 -
Realty 3.27 -
Food Products 0.15 -
Industrial Manufacturing 1.9 -
Commercial Services & Supplies 0.7 -
Power 2.11 -
Cement & Cement Products 0.91 -
Textiles & Apparels 0.23 -
Materials - 5.11
Healthcare - 10.83
Technology - 4.25
Financial - 18.38
Chemicals - 3.8
Capital Goods - 11.59
Automobile - 9.82
Construction - 2.45
Energy - 4.29
Services - 13.57
Consumer Discretionary - 4.72
Communication - 0.34
Consumer Staples - 1.94
Metals & Mining - 3.91
Insurance - 0.46
Unclassified - 1.83

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