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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) | ₹17185 Cr | ₹12818 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 | -3.5% | -2.39% |
| 6 Month | 8.02% | 6.17% |
| 1 Year | -0.2% | 3.63% |
| 3 Year | 18.22% | 23.08% |
| 5 Year | 26.61% | 26.84% |
SIP Return Analysis
| Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.7% | 7.05% |
| 1 Year | 8.81% | 6.58% |
| 3 Year | 17.77% | 22.42% |
| 5 Year | 19.32% | 22.55% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.67% | 20.64% |
| 3 Year | 24.09% | 18.9% |
| 5 Year | 28.69% | 18.91% |
Risk Management
| Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.80% | 15.11% |
| Sharp | 0.81% | 1.12% |
| Beta | 0.97% | 0.93% |
| Alpha | -4.17% | 1.14% |
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 | 1.62 | 7.06 |
| Large Cap | 9.71 | 11.46 |
| Mid Cap | 70.59 | 67.43 |
| Small Cap | 18.08 | 14.05 |
Sector Allocation
| Scheme Name |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.62 | 4.28 |
| Consumer Cyclical | 16.88 | 18.14 |
| Basic Materials | 10.18 | 10.69 |
| Financial Services | 19.17 | 20.7 |
| Industrials | 16.48 | 14.84 |
| Technology | 7.49 | 6.16 |
| Healthcare | 12.79 | 10.71 |
| Real Estate | 3.62 | 3.78 |
| Energy | 2.07 | 2.1 |
| Communication Services | 3.84 | 2.55 |
| Utilities | 3.47 | 1.89 |
| Consumer Defensive | 2.39 | 4.15 |
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