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) | ₹1957 Cr | ₹13236 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 | -2.04% | -0.81% |
| 6 Month | -0.27% | 2.46% |
| 1 Year | -4.9% | 0.88% |
| 3 Year | 19.76% | 22.81% |
| 5 Year | - | 23.23% |
SIP Return Analysis
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.05% | 2.97% |
| 1 Year | 11.5% | 17.7% |
| 3 Year | 16.25% | 20.83% |
| 5 Year | - | 21.12% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 31.9% | 20.09% |
| 3 Year | 20.57% | 19.42% |
| 5 Year | - | 19.06% |
Risk Management
| Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.04% | 13.35% |
| Sharp | 0.87% | 1.14% |
| Beta | 0.94% | 0.93% |
| Alpha | -1.22% | 1.35% |
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 | 7.8 | 9.45 |
| Mid Cap | 65.42 | 67.27 |
| Large Cap | 15.67 | 10.28 |
| Small Cap | 11.11 | 13.01 |
Sector Allocation
| Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.4 | 6.72 |
| Industrials | 16.21 | 14.56 |
| Consumer Cyclical | 19.82 | 16.05 |
| Healthcare | 14.87 | 10.39 |
| Basic Materials | 8.62 | 9.54 |
| Technology | 13.42 | 5.69 |
| Financial Services | 16.97 | 20.32 |
| Consumer Defensive | 0.96 | 6.08 |
| Communication Services | 1.8 | 2.21 |
| Real Estate | 3.74 | 3.78 |
| Utilities | 1.18 | 2.46 |
| Energy | - | 2.21 |
Top Comparisons
UTI MMF - Regular Plan - Growth Option
3Y Returns7.57%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.21%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns17.2%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns9.64%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.26%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.57%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.54%