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) | ₹17031 Cr | ₹12501 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 | 5.33% | 3.44% |
| 6 Month | 26.25% | 21.89% |
| 1 Year | -0.09% | -0.27% |
| 3 Year | 19.69% | 22.84% |
| 5 Year | 26.37% | 25.94% |
SIP Return Analysis
| Scheme Name | Mirae Asset Midcap Fund - Regular Plan-Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.79% | 5.36% |
| 1 Year | 20.71% | 14.63% |
| 3 Year | 19.64% | 22.94% |
| 5 Year | 19.82% | 22.54% |
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 | 15.86% | 15.01% |
| Sharp | 0.70% | 0.98% |
| Beta | 0.96% | 0.90% |
| Alpha | -2.98% | 1.38% |
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 | 2.27 | 7.85 |
| Large Cap | 11.01 | 10.82 |
| Mid Cap | 68.36 | 66.45 |
| Small Cap | 18.36 | 14.88 |
Sector Allocation
| Scheme Name |
Mirae Asset Midcap Fund - Regular Plan-Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.21 | 4.8 |
| Consumer Cyclical | 17.23 | 18 |
| Basic Materials | 9.19 | 10.56 |
| Financial Services | 21.66 | 19.14 |
| Industrials | 17.08 | 14.64 |
| Technology | 7.4 | 5.82 |
| Healthcare | 10.75 | 11.81 |
| Real Estate | 4.05 | 3.59 |
| Energy | 1.94 | 1.85 |
| Communication Services | 3.92 | 2.2 |
| Utilities | 3.19 | 2.41 |
| Consumer Defensive | 2.38 | 5.19 |
Top Comparisons
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.67%
Tata Small Cap Fund Regular Growth
3Y Returns20.78%
HSBC Large Cap Fund - Regular Growth
3Y Returns14.72%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns12.5%
Invesco India Midcap Fund - Growth Option
3Y Returns27.6%
Axis Midcap Fund - Regular Plan - Growth
3Y Returns18.77%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.56%