Mirae Asset Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Mirae Asset Midcap Fund - Regular Plan-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17194 Cr | ₹12585 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Jul 2019 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 34% | 45% |
| Expense Ratio | 1.67 | 1.77 |
| Manager | Ankit Jain | Ratish Varier |
| ISIN Code | INF769K01EY2 | INF903J01173 |
| Exits Load | Mirae Asset 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 | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.95% | 4.53% |
| 6 Month | 16.67% | 12.95% |
| 1 Year | 8.32% | 6.1% |
| 3 Year | 20.59% | 24.2% |
| 5 Year | 26.63% | 27.02% |
SIP Return Analysis
| Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.8% | 0.26% |
| 1 Year | 15.66% | 9.53% |
| 3 Year | 16.57% | 19.29% |
| 5 Year | 17.78% | 20.37% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.65% | 20.33% |
| 3 Year | 23.86% | 19.02% |
| 5 Year | 28.15% | 18.97% |
Risk Management
| Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.81% | 15.06% |
| Sharp | 0.86% | 1.09% |
| Beta | 0.98% | 0.93% |
| Alpha | -2.22% | 1.50% |
Fund Managers
| Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Ankit Jain | Ratish Varier |
| Total AUM | ₹47966 Cr | ₹12102 Cr |
| Funds Managed | 4 | 3 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.31 | 6.89 |
| Large Cap | 12.08 | 10.91 |
| Mid Cap | 66.53 | 67.99 |
| Small Cap | 19.08 | 14.22 |
Sector Allocation
| Scheme Name |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.19 | 3.87 |
| Consumer Cyclical | 17.83 | 17.35 |
| Basic Materials | 8.06 | 10.47 |
| Financial Services | 22.03 | 19.58 |
| Industrials | 17.03 | 14.8 |
| Technology | 6.61 | 5.48 |
| Healthcare | 11.03 | 11.72 |
| Real Estate | 4.07 | 3.58 |
| Energy | 2.23 | 2.16 |
| Communication Services | 4.06 | 2.15 |
| Utilities | 3.54 | 2.52 |
| Consumer Defensive | 2.31 | 6.31 |
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