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) | ₹1680 Cr | ₹12344 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 | 0.32% | 0.38% |
6 Month | 0.28% | 3.55% |
1 Year | 0.67% | 6.19% |
3 Year | - | 28.31% |
5 Year | - | 28.42% |
SIP Return Analysis
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 11.58% | 11.34% |
1 Year | 10.16% | 13.06% |
3 Year | - | 25.31% |
5 Year | - | 24.42% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 37.5% | 20.98% |
3 Year | - | 18.62% |
5 Year | - | 18.81% |
Risk Management
Scheme Name | Bandhan Midcap Fund Regular - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 16.03% |
Sharp | - | 1.33% |
Beta | - | 0.93% |
Alpha | - | 1.14% |
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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 |
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 | 7.69 | 10.54 |
Mid Cap | 65.85 | 64.47 |
Large Cap | 16.32 | 11.36 |
Small Cap | 10.14 | 13.63 |
Sector Allocation
Scheme Name |
Bandhan Midcap Fund Regular - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.86 | 7.95 |
Industrials | 18.53 | 14.53 |
Consumer Cyclical | 20.19 | 18.72 |
Technology | 11.02 | 6.5 |
Healthcare | 12.15 | 10.4 |
Basic Materials | 9.76 | 10.57 |
Financial Services | 12.46 | 17.21 |
Communication Services | 2.53 | 2.44 |
Consumer Defensive | 1.42 | 4.02 |
Real Estate | 4.59 | 3.74 |
Utilities | 1.5 | 1.87 |
Energy | - | 2.05 |
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