Quant Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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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 Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
Fund Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11825 Cr ₹8713 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jul 2002 26 Feb 2001
Category Mid Cap Mid Cap
Fund Type Open Ended Open-ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 45% %
Expense Ratio 1.73 1.74
Manager Ratish Varier Sanjeev Sharma
ISIN Code INF903J01173 INF966L01176
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 0.50% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
1 Month 3.73% -0.91%
6 Month 26.72% 19.75%
1 Year 55.76% 57.66%
3 Year 27.27% 31.96%
5 Year 27% 37.24%

SIP Return Analysis

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year 21.78% 29.27%
3 Year 55% 71.16%
5 Year 101.07% 158.32%

Rolling Lumpsum Returns

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
1 Year 26.93% 38.51%
3 Year 73.41% 106.01%
5 Year 110.61% 165.66%

Risk Management

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
Standard Deviation 13.35% 15.85%
Sharp 1.37% 1.43%
Beta 0.87% 0.88%
Alpha 1.34% 5.07%

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Fund Managers

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth
Name Ratish Varier Sanjeev Sharma
Total AUM ₹12102 Cr ₹39731 Cr
Fund Manage 3 22
Sundaram Mid Cap Fund Regular Plan - Growth Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

Sundaram Mid Cap Fund Regular Plan - Growth

Quant Mid Cap Fund-Growth

Mid Cap 66.49 65.62
Others 6.5 12.92
Large Cap 17.11 21.46
Small Cap 9.85 -

Sector Allocation

Scheme Name

Sundaram Mid Cap Fund Regular Plan - Growth

Quant Mid Cap Fund-Growth

Capital Goods 11.59 -
Financial 18.38 18.55
Consumer Discretionary 4.72 -
Automobile 9.82 9.88
Others 2.66 0.34
Services 13.57 14.39
Construction 2.45 -
Healthcare 10.83 12.29
Chemicals 3.8 5.24
Metals & Mining 3.91 11.79
Unclassified 1.83 -
Energy 4.29 19.51
Technology 4.25 2.78
Materials 5.11 -
Consumer Staples 1.94 -
Insurance 0.46 -
Communication 0.34 5.23

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