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) | ₹15461 Cr | ₹11638 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 | 6.65% | 4.42% |
6 Month | -2.62% | -3.8% |
1 Year | 3.4% | 8.1% |
3 Year | 23.67% | 29.33% |
5 Year | 29.93% | 29.48% |
SIP Return Analysis
Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 12.39% | 10.04% |
1 Year | 9.74% | 8.7% |
3 Year | 19.5% | 24.63% |
5 Year | 20.83% | 24.01% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 24.42% | 20.98% |
3 Year | 24.28% | 18.62% |
5 Year | 27.33% | 18.81% |
Risk Management
Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.754% | 16.453% |
Sharp | 0.606% | 0.764% |
Beta | 0.932% | 0.915% |
Alpha | -4.489% | 0.528% |
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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 | 0.78 | 6.38 |
Small Cap | 23.96 | 13.03 |
Mid Cap | 66.44 | 65.33 |
Large Cap | 8.82 | 15.27 |
Sector Allocation
Scheme Name |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.78 | 5.37 |
Consumer Cyclical | 16.56 | 18.88 |
Basic Materials | 9.58 | 9.99 |
Financial Services | 20.31 | 19.52 |
Industrials | 15.44 | 14.82 |
Healthcare | 12.05 | 11.03 |
Technology | 8.92 | 6.45 |
Real Estate | 3.07 | 3.43 |
Energy | 2.07 | 1.7 |
Communication Services | 3.83 | 3.32 |
Utilities | 4.09 | 2.1 |
Consumer Defensive | 3.28 | 3.4 |
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