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) | ₹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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