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

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tortoise-icon Bandhan Midcap Fund Regular - Growth

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tortoise-icon 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) ₹1386 Cr ₹11825 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Aug 2022 01 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 2.09 1.73
Manager Harshal Joshi Ratish Varier
ISIN Code INF194KB1DM6 INF903J01173
Exits Load Exit load of 1%, if redeemed within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 3.3% 5.75%
6 Month 28.93% 32.91%
1 Year 49.66% 57.84%
3 Year - 26.25%
5 Year - 26.24%

SIP Return Analysis

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month - -
1 Year 21.84% 21.78%
3 Year 39.46% 55%
5 Year 39.46% 101.07%

Rolling Lumpsum Returns

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 32.15% 26.93%
3 Year 47.73% 73.41%
5 Year 47.73% 110.61%

Risk Management

Scheme Name Bandhan Midcap Fund Regular - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 2.58% 13.35%
Sharp - 1.32%
Beta - 0.87%
Alpha - 1.46%

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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
Fund Manage 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 3.61 6.5
Mid Cap 63.54 66.49
Small Cap 19.67 9.85
Large Cap 13.18 17.11

Sector Allocation

Scheme Name

Bandhan Midcap Fund Regular - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 4.2 2.66
Industrial Products 14.45 -
Auto Components 11.25 -
Finance 3.48 -
Healthcare Services 2.15 -
Retailing 6.18 -
Electrical Equipment 8.13 -
Chemicals & Petrochemicals 3.45 -
IT - Software 4.77 -
Leisure Services 3.35 -
Aerospace & Defense 2.13 -
Banks 2.88 -
Engineering Services 0.28 -
Capital Markets 0.5 -
Telecom - Services 2.9 -
IT - Services 1.81 -
Automobiles 2.68 -
Pharmaceuticals & Biotechnology 2.21 -
Fertilizers & Agrochemicals 1.3 -
Beverages 1.71 -
Consumer Durables 5.74 -
Ferrous Metals 1 -
Oil 0.98 -
Household Products 0.24 -
Financial Technology (Fintech) 1.48 -
Diversified 0.85 -
Food Products 0.14 -
Minerals & Mining 0.39 -
Industrial Manufacturing 2.12 -
Realty 3.42 -
Power 1.97 -
Cement & Cement Products 0.98 -
Textiles & Apparels 0.88 -
Materials - 5.11
Healthcare - 10.83
Technology - 4.25
Financial - 18.38
Chemicals - 3.8
Capital Goods - 11.59
Automobile - 9.82
Construction - 2.45
Energy - 4.29
Services - 13.57
Consumer Discretionary - 4.72
Communication - 0.34
Consumer Staples - 1.94
Metals & Mining - 3.91
Insurance - 0.46
Unclassified - 1.83

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