Compare Axis Midcap Fund vs Sundaram Mid Cap Fund
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.58
1.73
NAV
₹103.98
₹1292.41
Fund Started
31 Jan 2011
24 Jun 2002
Fund Size
₹31977.12 Cr
₹13235.50 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
1 Year
3.00%
4.47%
3 Year
17.30%
21.82%
5 Year
13.57%
17.42%
Equity
91.85%
97.22%
Cash
-2.35%
2.78%
Top 10 Holdings
The Federal Bank Ltd. | 3.98% |
Fortis Healthcare Ltd. | 3.85% |
Multi Commodity Exchange Of India Ltd. | 2.73% |
GE Vernova T&D India Ltd | 2.39% |
Schaeffler India Ltd. | 2.30% |
The Indian Hotels Company Ltd. | 2.26% |
Nifty Bank | 1.97% |
The Phoenix Mills Ltd. | 1.92% |
Coromandel International Ltd. | 1.87% |
TVS Motor Company Ltd. | 1.81% |
Cummins India Ltd. | 4.03% |
GE Vernova T&D India Ltd | 3.38% |
Mahindra & Mahindra Financial Services Ltd. | 3.25% |
Coromandel International Ltd. | 2.69% |
The Federal Bank Ltd. | 2.36% |
Indian Bank | 2.14% |
IDFC First Bank Ltd. | 2.13% |
Kalyan Jewellers India Ltd. | 2.09% |
Jindal Steel Ltd. | 2.09% |
Hindustan Petroleum Corporation Ltd. | 2.08% |
Name
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Start Date
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Description
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
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.
Launch Date
31 Jan 2011
24 Jun 2002
