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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) | ₹31147 Cr | ₹12585 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 | 1.07% | 2.62% |
| 6 Month | 8.9% | 11.37% |
| 1 Year | 6.32% | 7.87% |
| 3 Year | 19.08% | 24.37% |
| 5 Year | 20.77% | 26.01% |
SIP Return Analysis
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.87% | 3.68% |
| 1 Year | 12.18% | 18.15% |
| 3 Year | 17.1% | 21.85% |
| 5 Year | 16.55% | 21.68% |
Rolling Lumpsum Returns
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.88% | 20.21% |
| 3 Year | 19.2% | 19.35% |
| 5 Year | 19.85% | 19.04% |
Risk Management
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.08% | 15.06% |
| Sharp | 0.89% | 1.09% |
| Beta | 0.83% | 0.93% |
| Alpha | -1.56% | 1.50% |
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 | 12.73 | 6.89 |
| Mid Cap | 69.27 | 67.99 |
| Large Cap | 12.64 | 10.91 |
| Small Cap | 5.36 | 14.22 |
Sector Allocation
| Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.39 | 3.87 |
| Industrials | 15.78 | 14.8 |
| Consumer Cyclical | 22.23 | 17.35 |
| Technology | 9.34 | 5.48 |
| Financial Services | 14.81 | 19.58 |
| Healthcare | 11.51 | 11.72 |
| Real Estate | 2.98 | 3.58 |
| Energy | 0.82 | 2.16 |
| Communication Services | 2.96 | 2.15 |
| Basic Materials | 9.92 | 10.47 |
| Consumer Defensive | 0.09 | 6.31 |
| Utilities | 1.16 | 2.52 |
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