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Axis Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Axis Midcap Fund - Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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 | Very High | Very High |
| Asset Size (Cr) | ₹28380 Cr | ₹11638 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 18 Feb 2011 | 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 | 23% | 45% |
| Expense Ratio | 1.58 | 1.77 |
| Manager | Shreyash Devalkar | Ratish Varier |
| ISIN Code | INF846K01859 | INF903J01173 |
| Exits Load | Axis Midcap Fund - 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 | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.45% | 3.02% |
| 6 Month | -5.45% | -5.98% |
| 1 Year | 8.71% | 10.38% |
| 3 Year | 16.27% | 22.14% |
| 5 Year | 23.48% | 28.64% |
SIP Return Analysis
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.62% | -0.12% |
| 1 Year | -7.4% | -5.04% |
| 3 Year | 17.19% | 22.46% |
| 5 Year | 17.81% | 23.06% |
Rolling Lumpsum Returns
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.93% | 21.47% |
| 3 Year | 19.46% | 18.34% |
| 5 Year | 19.52% | 18.67% |
Risk Management
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.08% | 16.453% |
| Sharp | 0.48% | 0.764% |
| Beta | 0.85% | 0.915% |
| Alpha | -3.5% | 0.528% |
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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 |
| Funds Managed | 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 | 14.81 | 6.38 |
| Mid Cap | 65.43 | 65.33 |
| Small Cap | 4.44 | 13.03 |
| Large Cap | 15.31 | 15.27 |
Sector Allocation
| Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 14.69 | 5.37 |
| Industrials | 11.3 | 14.82 |
| Consumer Cyclical | 18.58 | 18.88 |
| Healthcare | 12.81 | 11.03 |
| Technology | 10.75 | 6.45 |
| Financial Services | 14.21 | 19.52 |
| Real Estate | 3.19 | 3.43 |
| Energy | 0.52 | 1.7 |
| Communication Services | 2.97 | 3.32 |
| Basic Materials | 9.15 | 9.99 |
| Consumer Defensive | 0.68 | 3.4 |
| Utilities | 1.15 | 2.1 |
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