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) | ₹1803 Cr | ₹12596 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 | -0.63% | -1.09% |
6 Month | 16.5% | 16% |
1 Year | 1% | 3.93% |
3 Year | - | 22.89% |
5 Year | - | 26.9% |
SIP Return Analysis
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 6.66% | 5.76% |
1 Year | 6.81% | 8.14% |
3 Year | - | 22.22% |
5 Year | - | 22.35% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 35.64% | 20.64% |
3 Year | - | 18.9% |
5 Year | - | 18.91% |
Risk Management
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 15.11% |
Sharp | - | 1.12% |
Beta | - | 0.91% |
Alpha | - | 1.10% |
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 | 7.61 | 8.46 |
Mid Cap | 66.81 | 66.65 |
Large Cap | 15.79 | 10.65 |
Small Cap | 9.78 | 14.24 |
Sector Allocation
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.22 | 5.49 |
Industrials | 19.64 | 14.27 |
Consumer Cyclical | 21.4 | 17.91 |
Technology | 9.53 | 5.61 |
Healthcare | 13.23 | 11.57 |
Basic Materials | 9.65 | 11.06 |
Financial Services | 14.59 | 19.28 |
Communication Services | 1.73 | 2.32 |
Consumer Defensive | 1.48 | 4.27 |
Real Estate | 4.21 | 3.59 |
Utilities | 1.33 | 2.59 |
Energy | - | 2.04 |
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