Bandhan Midcap Fund Regular vs Sundaram Mid Cap Fund Regular Plan compare
Bandhan Midcap Fund Regular - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹1491 Cr | ₹11638 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Aug 2022 | 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 | % | 45% |
Expense Ratio | 2.1 | 1.77 |
Manager | Harshal Joshi | Ratish Varier |
ISIN Code | INF194KB1DM6 | INF903J01173 |
Exits Load | Bandhan Midcap Fund - Regular Plan - 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 | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | -8.33% | -7.81% |
6 Month | -16.46% | -15.02% |
1 Year | 5.3% | 6.59% |
3 Year | - | 22.54% |
5 Year | - | 20.78% |
SIP Return Analysis
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -14.62% | -12.82% |
1 Year | -21.24% | -17.11% |
3 Year | - | 18.12% |
5 Year | - | 21.23% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 40.39% | 21.47% |
3 Year | - | 18.34% |
5 Year | - | 18.67% |
Risk Management
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.2% |
Sharp | - | 0.982% |
Beta | - | 0.895% |
Alpha | - | 1.414% |
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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 | 5.79043 | 6.37545 |
Mid Cap | 65.44812 | 65.32572 |
Large Cap | 16.23915 | 15.26812 |
Small Cap | 12.52226 | 13.03071 |
Sector Allocation
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.10413 | 5.36656 |
Industrials | 17.8838 | 14.81647 |
Consumer Cyclical | 21.79326 | 18.87511 |
Technology | 13.36442 | 6.45038 |
Healthcare | 12.4386 | 11.03181 |
Basic Materials | 8.68154 | 9.98516 |
Financial Services | 10.54407 | 19.51905 |
Communication Services | 2.14048 | 3.3215 |
Consumer Defensive | 1.47152 | 3.40233 |
Real Estate | 3.8713 | 3.42559 |
Utilities | 1.70684 | 2.1034 |
Energy | - | 1.70264 |
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