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
| 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) | ₹30145 Cr | ₹11825 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 06 Feb 2011 | 01 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 | 1.57 | 1.73 |
| Manager | Shreyash Devalkar | Ratish Varier |
| ISIN Code | INF846K01859 | INF903J01173 |
| Exits Load | Exit 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 |
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -5.92% | -5.59% |
| 6 Month | 19.09% | 21.31% |
| 1 Year | 44.89% | 52.98% |
| 3 Year | 16.54% | 23.99% |
| 5 Year | 23.48% | 25.26% |
| 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% |
| 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% |
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.08% | 13.35% |
| Sharp | 0.92% | 1.33% |
| Beta | 0.81% | 0.88% |
| Alpha | -1.34% | 2.69% |
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| 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 |
| 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 |
| 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 |
| Healthcare | 8.69 | 10.83 |
| Financial | 12.69 | 18.38 |
| Insurance | 0.52 | 0.46 |
| Capital Goods | 17.55 | 11.59 |
| Services | 10.09 | 13.57 |
| Automobile | 11.62 | 9.82 |
| Chemicals | 7.13 | 3.8 |
| Construction | 3.38 | 2.45 |
| Energy | 3.26 | 4.29 |
| Metals & Mining | 2.62 | 3.91 |
| Communication | 2.16 | 0.34 |
| Consumer Discretionary | 1.68 | 4.72 |
| Technology | 3.37 | 4.25 |
| Diversified | 2.09 | - |
| Textiles | 0.69 | - |
| Consumer Staples | - | 1.94 |
| Unclassified | - | 1.83 |
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