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Mirae Asset Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Mirae Asset Midcap Fund - Regular Plan-Growth Option

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹18112 Cr ₹13236 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 2.79% 2.78%
6 Month 13.76% 9.44%
1 Year 13.18% 9.83%
3 Year 20.4% 24.16%
5 Year 24.97% 25.65%

SIP Return Analysis

Scheme Name Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month 4.22% 3.28%
1 Year 24.65% 18.5%
3 Year 19.37% 21.89%
5 Year 19.14% 21.73%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Midcap Fund - Regular Plan-Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 21.77% 20.21%
3 Year 23.66% 19.35%
5 Year 27.02% 19.04%

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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