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

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Bandhan Midcap Fund Regular - Growth

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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

Scheme Name	Bandhan Midcap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	0.6%	2.22%
6 Month	11.48%	10.64%
1 Year	2.7%	4.87%
3 Year	20.88%	24.03%
5 Year	-	26.59%

Scheme Name	Bandhan Midcap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	2.95%	3.62%
1 Year	14.64%	17.18%
3 Year	19.48%	22.68%
5 Year	-	22.4%

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%

Scheme Name	Bandhan Midcap Fund Regular - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	16.02%	14.94%
Sharp	0.81%	1.01%
Beta	0.92%	0.90%
Alpha	-1.38%	1.00%

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

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

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