Axis Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

Link copied to clipboard!

Axis Midcap Fund - Regular Plan - Growth

Invest Now

Sundaram Mid Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-0.9%	0.54%
6 Month	12.71%	14.05%
1 Year	0.63%	1.66%
3 Year	19.02%	23.96%
5 Year	22.05%	27.01%

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	1.87%	2.78%
1 Year	13.46%	15.42%
3 Year	18.44%	22.1%
5 Year	17.52%	22.07%

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	16.23%	20.33%
3 Year	19.32%	19.02%
5 Year	19.77%	18.97%

Scheme Name	Axis Midcap Fund - Regular Plan - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	13.08%	14.94%
Sharp	0.82%	1.01%
Beta	0.83%	0.90%
Alpha	-1.63%	1.00%

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

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

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