Axis Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Axis Midcap Fund - Regular Plan - 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 Axis Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Fund Axis Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹24564 Cr ₹9880 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 02 Jun 2011 01 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark S&P BSE 150 MidCap TRI NIFTY Midcap 150 TRI
Turn Over 23% 45%
Expense Ratio 1.61 1.79
Manager Shreyash Devalkar Ratish Varier
ISIN Code INF846K01859 INF903J01173
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 12 months/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 Axis Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 2.61% 3.93%
6 Month 28.1% 23.56%
1 Year 47.26% 55.96%
3 Year 20.84% 26.02%
5 Year 25.12% 24.09%

SIP Return Analysis

Scheme Name Axis Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 22.32% 21.78%
3 Year 43.83% 55%
5 Year 85.21% 101.07%

Rolling Lumpsum Returns

Scheme Name Axis Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 25.5% 26.93%
3 Year 62.31% 73.41%
5 Year 94.68% 110.61%

Risk Management

Scheme Name Axis Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 13.08% 13.35%
Sharp 1.03% 1.32%
Beta 0.82% 0.87%
Alpha -0.62% 1.38%

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Fund Managers

Scheme Name Axis Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Name Shreyash Devalkar Ratish Varier
Total AUM ₹166770 Cr ₹12102 Cr
Fund Manage 14 3
Axis Midcap Fund - Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Axis Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 9.13 6.5
Mid Cap 65.23 66.49
Large Cap 22.39 17.11
Small Cap 3.26 9.85

Sector Allocation

Scheme Name

Axis Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 5.04 2.66
Materials 7.43 5.11
Capital Goods 17.55 11.59
Services 10.09 13.57
Financial 12.69 18.38
Automobile 11.62 9.82
Healthcare 8.69 10.83
Construction 3.38 2.45
Chemicals 7.13 3.8
Technology 3.37 4.25
Communication 2.16 0.34
Metals & Mining 2.62 3.91
Consumer Discretionary 1.68 4.72
Diversified 2.09 -
Energy 3.26 4.29
Textiles 0.69 -
Insurance 0.52 0.46
Unclassified - 1.83
Consumer Staples - 1.94

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