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 Risk | Very High Risk |
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 | -8.37% | -8.59% |
6 Month | -11.98% | -11.87% |
1 Year | 9.16% | 6.75% |
3 Year | 13.87% | 19.9% |
5 Year | 18.19% | 19.07% |
SIP Return Analysis
Scheme Name | Axis Midcap Fund - Regular Plan - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -11.16% | -10.88% |
3 Year | 14.44% | 19.57% |
5 Year | 17.07% | 21.94% |
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% | 13.35% |
Sharp | 0.57% | 1.16% |
Beta | 0.84% | 0.88% |
Alpha | -3.39% | 3.17% |
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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 |
Fund Manage | 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 | 5.54 | 5.82 |
Mid Cap | 69.81 | 67.46 |
Large Cap | 17.97 | 13.04 |
Small Cap | 6.72 | 13.95 |
Sector Allocation
Scheme Name |
Axis Midcap Fund - Regular Plan - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.54 | 5.82 |
Industrial Products | 7.04 | 7.67 |
Pharmaceuticals & Biotechnology | 7.54 | 6.89 |
IT - Services | 0.67 | - |
Finance | 6.28 | 8.57 |
Healthcare Services | 4.03 | 4.37 |
Electrical Equipment | 5.55 | 3.19 |
IT - Software | 6.78 | 4.71 |
Leisure Services | 3.18 | 3.59 |
Aerospace & Defense | 1.26 | 1.31 |
Auto Components | 10.37 | 7.23 |
Banks | 4.49 | 8.64 |
Realty | 4.93 | 3.04 |
Petroleum Products | 0.45 | 1.42 |
Transport Services | 0.27 | 2.13 |
Capital Markets | 1.32 | 2.39 |
Telecom - Services | 2.15 | 1.12 |
Fertilizers & Agrochemicals | 4.63 | 3.11 |
Ferrous Metals | 0.35 | 0.99 |
Consumer Durables | 3.39 | 6.05 |
Power | 2.16 | 1.71 |
Personal Products | 1.03 | - |
Oil | 0.14 | - |
Chemicals & Petrochemicals | 2.95 | 1.47 |
Financial Technology (Fintech) | 1.44 | 1.67 |
Diversified | 0.66 | - |
Automobiles | 1.62 | 1.48 |
Industrial Manufacturing | 0.84 | - |
Insurance | 1.66 | 1.28 |
Retailing | 4.95 | 4.29 |
Textiles & Apparels | 0.78 | - |
Cement & Cement Products | 1.59 | 1.94 |
Agricultural Food & other Products | - | 1.22 |
Gas | - | 0.9 |
Food Products | - | 0.88 |
Beverages | - | 1.19 |
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