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Bandhan Midcap Fund Regular vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Bandhan Midcap Fund Regular - Growth

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Fund Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1858 Cr ₹12585 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Aug 2022 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 % 45%
Expense Ratio 2.1 1.77
Manager Harshal Joshi Ratish Varier
ISIN Code INF194KB1DM6 INF903J01173
Exits Load Bandhan Midcap Fund - Regular Plan - 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 Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month -0.12% 2%
6 Month 11.94% 12.36%
1 Year 1.3% 4.83%
3 Year 20.43% 23.47%
5 Year - 26.06%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month 1.72% 3.68%
1 Year 13.85% 18.15%
3 Year 18.1% 21.85%
5 Year - 21.68%

Rolling Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 31.9% 20.33%
3 Year 20.57% 19.02%
5 Year - 18.97%

Risk Management

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 16.06% 15.06%
Sharp 0.86% 1.09%
Beta 0.94% 0.93%
Alpha -1.41% 1.50%

Fund Managers

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Name Harshal Joshi Ratish Varier
Total AUM ₹42965 Cr ₹12102 Cr
Funds Managed 20 3
Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Midcap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 7.26 6.89
Mid Cap 65.58 67.99
Large Cap 16.37 10.91
Small Cap 10.78 14.22

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 2.33 3.87
Industrials 16.66 14.8
Consumer Cyclical 21.58 17.35
Healthcare 15.45 11.72
Basic Materials 8.26 10.47
Technology 12.35 5.48
Financial Services 15.75 19.58
Consumer Defensive 1.35 6.31
Communication Services 1.7 2.15
Real Estate 3.41 3.58
Utilities 1.15 2.52
Energy - 2.16

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