Mirae Asset Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Mirae Asset Midcap Fund - Regular Plan-Growth Option

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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 Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Fund Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16669 Cr ₹11825 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Jul 2019 01 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 34% 45%
Expense Ratio 1.66 1.73
Manager Ankit Jain Ratish Varier
ISIN Code INF769K01EY2 INF903J01173
Exits Load If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL./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 Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 1.72% -5.37%
6 Month 20.6% 17.51%
1 Year 43.08% 52.15%
3 Year 23.48% 24.19%
5 Year 29.89% 24.56%

SIP Return Analysis

Scheme Name Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 17.98% 21.78%
3 Year 46.22% 55%
5 Year 100.94% 101.07%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 25.96% 21.36%
3 Year 26.09% 18.15%
5 Year 29.01% 18.53%

Risk Management

Scheme Name Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.73% 13.35%
Sharp 1.12% 1.33%
Beta 0.89% 0.88%
Alpha -2% 2.69%

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Fund Managers

Scheme Name Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
Name Ankit Jain Ratish Varier
Total AUM ₹47966 Cr ₹12102 Cr
Fund Manage 4 3
Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 2.88 6.5
Small Cap 19.74 9.85
Mid Cap 70.28 66.49
Large Cap 7.1 17.11

Sector Allocation

Scheme Name

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Sundaram Mid Cap Fund Regular Plan - Growth

Others 2.29 2.66
Automobile 9.46 9.82
Materials 6.49 5.11
Metals & Mining 2.98 3.91
Services 9.49 13.57
Healthcare 13.84 10.83
Insurance 1.18 0.46
Financial 18.22 18.38
Chemicals 4.75 3.8
Energy 4.72 4.29
Capital Goods 7.53 11.59
Communication 3.71 0.34
Consumer Discretionary 5.25 4.72
Technology 4.2 4.25
Consumer Staples 0.86 1.94
Textiles 1.95 -
Construction 3.08 2.45
Unclassified - 1.83

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