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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) | ₹32069 Cr | ₹13236 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 | -1.48% | -0.84% |
| 6 Month | 1.46% | 5.28% |
| 1 Year | 0.04% | 2.82% |
| 3 Year | 17.97% | 23.05% |
| 5 Year | 18.69% | 23.88% |
SIP Return Analysis
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.26% | 2.97% |
| 1 Year | 11.12% | 17.7% |
| 3 Year | 15.88% | 20.83% |
| 5 Year | 15.84% | 21.12% |
Rolling Lumpsum Returns
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.79% | 20.09% |
| 3 Year | 19.18% | 19.42% |
| 5 Year | 19.84% | 19.06% |
Risk Management
| Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.08% | 13.35% |
| Sharp | 0.9% | 1.14% |
| Beta | 0.83% | 0.93% |
| Alpha | -1.39% | 1.35% |
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 | 11.08 | 9.45 |
| Mid Cap | 70.45 | 67.27 |
| Large Cap | 12.67 | 10.28 |
| Small Cap | 5.8 | 13.01 |
Sector Allocation
| Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.95 | 6.72 |
| Industrials | 15.96 | 14.56 |
| Consumer Cyclical | 21.15 | 16.05 |
| Technology | 10.25 | 5.69 |
| Financial Services | 17.57 | 20.32 |
| Healthcare | 11.21 | 10.39 |
| Real Estate | 3.19 | 3.78 |
| Energy | 0.85 | 2.21 |
| Communication Services | 3.49 | 2.21 |
| Basic Materials | 9.07 | 9.54 |
| Consumer Defensive | 0.09 | 6.08 |
| Utilities | 1.21 | 2.46 |
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