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Bandhan Midcap Fund Regular vs Sundaram Mid Cap Fund Regular Plan compare
Bandhan Midcap Fund Regular - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹1969 Cr | ₹13293 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 | -3.74% | -2% |
| 6 Month | -4.74% | 1.12% |
| 1 Year | 4.76% | 11.53% |
| 3 Year | 20.01% | 24.99% |
| 5 Year | - | 21.83% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.37% | 1.55% |
| 1 Year | 7.41% | 14.9% |
| 3 Year | 12.97% | 18.22% |
| 5 Year | - | 20% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.04% | 19.89% |
| 3 Year | 20.69% | 19.56% |
| 5 Year | - | 19.1% |
Risk Management
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.58% | 13.35% |
| Sharp | 0.9% | 1.16% |
| Beta | 0.95% | 0.93% |
| Alpha | -2.01% | 1.29% |
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 | 11.14 | 7.65 |
| Large Cap | 15.06 | 9.64 |
| Mid Cap | 63.98 | 69.27 |
| Small Cap | 9.83 | 13.44 |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.71 | 4.56 |
| Consumer Cyclical | 19.73 | 15.55 |
| Healthcare | 14.94 | 9.78 |
| Industrials | 14.6 | 14.51 |
| Basic Materials | 8.44 | 9.84 |
| Technology | 11.29 | 6.11 |
| Financial Services | 19.81 | 22.43 |
| Real Estate | 3.58 | 3.8 |
| Consumer Defensive | 1.14 | 6.25 |
| Communication Services | 1.7 | 2.41 |
| Utilities | 1.05 | 2.45 |
| Energy | - | 2.31 |
Top Comparisons
Bandhan Overnight Fund Regular - Growth
3Y Returns6.27%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.27%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.04%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns20.39%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.43%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns19.81%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns14.69%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns11.63%
