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

Link copied to clipboard!

tortoise-icon Bandhan Midcap Fund Regular - Growth

Invest Now

tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

Invest Now

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) ₹1494 Cr ₹12350 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 2.08 1.74
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 6.08% 4.39%
6 Month 7.17% 7.82%
1 Year 32.86% 32.15%
3 Year - 25.12%
5 Year - 24.54%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 29.34% 26.13%
3 Year - 32.98%
5 Year - 29.8%

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 - 1.22%
Beta - 0.88%
Alpha - 3.05%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.82
Mid Cap 66.52 67.46
Small Cap 16.63 13.95
Large Cap 13.66 13.04

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 3.19 5.82
Industrial Products 12.57 7.67
Auto Components 10.22 7.23
Consumer Durables 6.82 6.05
Finance 2.77 8.57
Healthcare Services 2.11 4.37
Retailing 6.93 4.29
Pharmaceuticals & Biotechnology 4.05 6.89
Electrical Equipment 8.04 3.19
Chemicals & Petrochemicals 2.77 1.47
IT - Software 5.98 4.71
Leisure Services 2.87 3.59
Aerospace & Defense 1.55 1.31
Banks 2.95 8.64
Automobiles 3.33 1.48
Capital Markets 0.47 2.39
Telecom - Services 3.26 1.12
IT - Services 1.74 -
Fertilizers & Agrochemicals 1.85 3.11
Beverages 1.32 1.19
Ferrous Metals 0.92 0.99
Personal Products 0.44 -
Oil 1.45 -
Household Products 0.28 -
Financial Technology (Fintech) 2.02 1.67
Diversified 0.83 -
Realty 3.27 3.04
Food Products 0.15 0.88
Industrial Manufacturing 1.9 -
Commercial Services & Supplies 0.7 -
Power 2.11 1.71
Cement & Cement Products 0.91 1.94
Textiles & Apparels 0.23 -
Petroleum Products - 1.42
Transport Services - 2.13
Insurance - 1.28
Agricultural Food & other Products - 1.22
Gas - 0.9

Top Comparisons

Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

3Y Returns13.92%

VS

UTI - Master Share-Growth Option UTI - Master Share-Growth Option

3Y Returns10.39%

Compare Now

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.34%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns6.12%

Compare Now

HDFC MNC Fund - Regular (G) HDFC MNC Fund - Regular (G)

3Y Returns0%

VS

SBI Magnum Global Fund - Regular Plan -Growth SBI Magnum Global Fund - Regular Plan -Growth

3Y Returns9.26%

Compare Now

HDFC Top 100 Fund - Growth Option - Regular Plan HDFC Top 100 Fund - Growth Option - Regular Plan

3Y Returns17.54%

VS

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns14.17%

Compare Now
Request call back
Add to Cart Successfully