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) | ₹1491 Cr | ₹11638 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 | 2.98% | 3.47% |
6 Month | -16.47% | -13.58% |
1 Year | 12.34% | 14.22% |
3 Year | - | 21.65% |
5 Year | - | 28.53% |
SIP Return Analysis
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -6.87% | -4.85% |
1 Year | -13.06% | -7.74% |
3 Year | - | 21.91% |
5 Year | - | 23.22% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 40.39% | 21.47% |
3 Year | - | 18.34% |
5 Year | - | 18.67% |
Risk Management
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 16.453% |
Sharp | - | 0.764% |
Beta | - | 0.915% |
Alpha | - | 0.528% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.79 | 6.38 |
Mid Cap | 65.45 | 65.33 |
Large Cap | 16.24 | 15.27 |
Small Cap | 12.52 | 13.03 |
Sector Allocation
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.1 | 5.37 |
Industrials | 17.88 | 14.82 |
Consumer Cyclical | 21.79 | 18.88 |
Technology | 13.36 | 6.45 |
Healthcare | 12.44 | 11.03 |
Basic Materials | 8.68 | 9.99 |
Financial Services | 10.54 | 19.52 |
Communication Services | 2.14 | 3.32 |
Consumer Defensive | 1.47 | 3.4 |
Real Estate | 3.87 | 3.43 |
Utilities | 1.71 | 2.1 |
Energy | - | 1.7 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns7.7%
DSP Income Plus Arbitrage Fund of Fund - Reg - Growth
3Y Returns7.76%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns27.2%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns20.46%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.84%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.04%
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
LIC MF Liquid Fund-Growth
3Y Returns6.61%