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Compare Sundaram Mid Cap Fund vs Invesco India Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.74 | 1.73 |
NAV | ₹1414.25 | ₹186.60 |
Fund Started | 24 Jun 2002 | 15 Feb 2007 |
Fund Size | ₹12585.11 Cr | ₹8518.36 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.74
1.73
NAV
₹1414.25
₹186.60
Fund Started
24 Jun 2002
15 Feb 2007
Fund Size
₹12585.11 Cr
₹8518.36 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Returns
1 Year | -0.47% | 8.49% |
3 Year | 24.04% | 29.16% |
5 Year | 27.07% | 28.61% |
1 Year
-0.47%
8.49%
3 Year
24.04%
29.16%
5 Year
27.07%
28.61%
Holding Analysis
Equity | 96.66% | 99.68% |
Cash | 3.34% | 0.32% |
Equity
96.66%
99.68%
Cash
3.34%
0.32%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Cummins India Ltd. | 3.97% |
Coromandel International Ltd. | 3.06% |
Fortis Healthcare Ltd. | 2.92% |
GE Vernova T&D India Ltd | 2.77% |
Mahindra & Mahindra Financial Services Ltd. | 2.61% |
Lupin Ltd. | 2.38% |
Hindustan Petroleum Corporation Ltd. | 2.16% |
Indian Bank | 2.15% |
IDFC First Bank Ltd. | 2.09% |
Marico Ltd. | 2.03% |
Name | Assets |
|---|---|
Swiggy Ltd. | 5.14% |
AU Small Finance Bank Ltd. | 5.10% |
L&T Finance Ltd. | 4.93% |
Prestige Estates Projects Ltd. | 4.29% |
Max Financial Services Ltd. | 3.88% |
Glenmark Pharmaceuticals Ltd. | 3.84% |
BSE Ltd. | 3.64% |
JK Cement Ltd. | 3.53% |
Global Health Ltd. | 3.40% |
The Federal Bank Ltd. | 3.31% |
Fund Manager
Name | Ratish Varier | Amit Ganatra |
Start Date | 05 Jun 2024 | 03 Oct 2025 |
Name
Ratish Varier
Amit Ganatra
Start Date
05 Jun 2024
03 Oct 2025
About Fund
Description | The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. | The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies |
Launch Date | 24 Jun 2002 | 15 Feb 2007 |
Description
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Launch Date
24 Jun 2002
15 Feb 2007