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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) | ₹31384 Cr | ₹12818 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 | -0.96% | -1.09% |
| 6 Month | 15.52% | 16% |
| 1 Year | 3.67% | 3.93% |
| 3 Year | 17.79% | 22.89% |
| 5 Year | 22.57% | 26.9% |
SIP Return Analysis
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.86% | 6.87% |
| 1 Year | 6.95% | 6.37% |
| 3 Year | 18.24% | 21.64% |
| 5 Year | 17.69% | 22.07% |
Rolling Lumpsum Returns
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.33% | 20.64% |
| 3 Year | 19.44% | 18.9% |
| 5 Year | 19.68% | 18.91% |
Risk Management
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.08% | 15.11% |
| Sharp | 0.93% | 1.12% |
| Beta | 0.83% | 0.91% |
| Alpha | -1.9% | 1.10% |
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 | 13.28 | 8.46 |
| Mid Cap | 71.13 | 66.65 |
| Large Cap | 10.05 | 10.65 |
| Small Cap | 5.54 | 14.24 |
Sector Allocation
| Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.2 | 5.49 |
| Industrials | 15.82 | 14.27 |
| Consumer Cyclical | 19.93 | 17.91 |
| Technology | 9.63 | 5.61 |
| Financial Services | 14.76 | 19.28 |
| Healthcare | 10.99 | 11.57 |
| Real Estate | 3.19 | 3.59 |
| Energy | 0.78 | 2.04 |
| Communication Services | 3.37 | 2.32 |
| Basic Materials | 11.74 | 11.06 |
| Consumer Defensive | 0.35 | 4.27 |
| Utilities | 1.23 | 2.59 |
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