Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF vs Sundaram Medium Term Fund
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF is a mutual fund and Sundaram Medium Term Fund is a Medium Duration fund. Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF charges 0.51% a year and Sundaram Medium Term Fund 1.17%. Their portfolios overlap 17.7%: they hold 1 of the same security.
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF
- Expense ratio
- 0.51%
- NAV
- ₹9.59
Which is better, Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF or Sundaram Medium Term? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF costs less: 0.51% a year against 1.17%.
- Sundaram Medium Term fell less in its worst fall since 28-07-2026: −1.2% against −8.1%.
- Sundaram Medium Term is the larger fund: ₹32 Cr against ₹15 Cr.
- Their portfolios overlap 17.7%: 1 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | Sundaram Medium Term Fund |
|---|---|---|
| Fund house | Mirae Asset Mutual Fund | Sundaram Mutual Fund |
| Category | Not available | Medium Duration |
| AUM | ₹15 Cr (30-09-2026) | ₹32 Cr (30-09-2026) |
| NAV | ₹9.59 | ₹80.15 (Direct) |
| Expense ratio (Direct) | Not available | 1.17% |
| Expense ratio (Regular) | Not available | 1.90% |
| Riskometer | Not available | Moderate |
| Benchmark | Not available | NIFTY Medium Duration Debt Index A-III |
| Launch date | Not available | 18-12-1997 |
| Minimum investment | Not available | ₹5,000 |
| Lock in | Not available | None |
| Fund managers | Not available | Sandeep Agarwal, Kumaresh Ramakrishnan |
| Exit load | Not available | NIL |
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF vs Sundaram Medium Term: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | −2.09% | −3.58% | -- | -- | -- | -- | -- |
| Sundaram Medium Term Fund (Direct) | −0.52% | −0.68% | +1.34% | +2.45% | +5.74% | +4.74% | +5.61% |
| Medium Duration average | −0.34% | −0.09% | +2.51% | +4.72% | +7.66% | +6.88% | +6.78% |
Category average: the average of the 13 Medium Duration funds, same plan type.
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF vs Sundaram Medium Term: Year-wise Returns
| Year | Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETFMirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | Sundaram Medium TermSundaram Medium Term |
|---|---|---|
| 2026to date | -- | +1.77% |
| 2025 | -- | +6.52% |
| 2024 | -- | +7.16% |
| 2023 | -- | +6.34% |
| 2022 | -- | +1.67% |
| 2021 | -- | +2.72% |
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF vs Sundaram Medium Term: Rolling Returns
Every holding period of both funds
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF vs Sundaram Medium Term: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | Sundaram Medium Term Fund (Direct) |
|---|---|---|
| Return (CAGR) | −12.81% | +6.55% |
| Standard deviation | 9.38% | 2.86% |
| Sharpe ratio | -1.93 | 0.18 |
| Sortino ratio | -2.27 | 0.25 |
| Maximum drawdown | −8.1% (23-10-2026) | −8.0% (19-08-2013) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 28-07-2026 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF
Sundaram Medium Term Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | −8.1% | 12-08-2026 | 23-10-2026 | Not yet | -- | −5.8% |
| Sundaram Medium Term Fund (Direct) | −1.2% | 14-08-2026 | 22-10-2026 | Not yet | -- | −1.1% |
From daily values since 28-07-2026, the first day every fund has.
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF vs Sundaram Medium Term: Portfolio Overlap
From each fund's latest monthly portfolio: Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF, September 2026; Sundaram Medium Term Fund, September 2026
Holdings in common
- Overlap
- 17.7%
- Held by both
- 1
- Only in Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF
- 32
- Only in Sundaram Medium Term
- 15
| Security | % of Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | % of Sundaram Medium Term |
|---|---|---|
| 6.48% Government of India (MD 06/10/2035) | 25.04% | 17.69% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 17.7% means 17.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF
| Security | % of fund |
|---|---|
| 6.94% Government of India (MD 11/05/2036) | 15.23% |
| 6.33% Government of India (MD 05/05/2035) | 8.37% |
| Laurus Labs Ltd. | 3.26% |
| Multi Commodity Exchange of India Ltd. | 3.01% |
| Tata Steel Ltd. | 2.51% |
Largest holdings only in Sundaram Medium Term Fund
| Security | % of fund |
|---|---|
| 6.53% Tamil Nadu State Development Loan 06/01/2031 | 17.92% |
| 6.36% Central Government Securities 16/02/2031 | 12.11% |
| Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 | 6.14% |
| Small Industries Development Bank of India - 7.42% - 12/03/2029 | 6.11% |
| National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 | 6.06% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | Sundaram Medium Term |
|---|---|---|
| Equity | 49.8% | 0.0% |
| Debt | 48.6% | 90.8% |
| Cash and others | 1.5% | 9.2% |
Market cap of stocks
| Market cap | Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | Sundaram Medium Term |
|---|---|---|
| Large Cap | 33.1% | -- |
| Mid Cap | 16.7% | -- |
| Small Cap | 0.0% | -- |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | Sundaram Medium Term |
|---|---|---|
| Electrical Equipment | 7.8% | 0.0% |
| Power | 7.1% | 0.0% |
| Pharmaceuticals & Biotechnology | 5.5% | 0.0% |
| Capital Markets | 5.1% | 0.0% |
| Industrial Products | 4.2% | 0.0% |
| Non - Ferrous Metals | 3.8% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF vs Sundaram Medium Term: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF | Sundaram Medium Term Fund |
|---|---|---|
| Total expense ratio (Direct) | Not available | 1.17% |
| Base expense ratio (Direct) | 0.00% | 0.99% |
| Total expense ratio (Regular) | Not available | 1.90% |
| Base expense ratio (Regular) | 0.09% | 1.63% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF vs Sundaram Medium Term Fund: Frequently Asked Questions
What is the difference between Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF and Sundaram Medium Term Fund?
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF is a mutual fund, Sundaram Medium Term Fund is a Medium Duration fund, run by Mirae Asset Mutual Fund and Sundaram Mutual Fund. Their portfolios overlap 17.7%. Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF charges 0.51% a year and Sundaram Medium Term Fund 1.17%.
Which has the lower expense ratio, Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF or Sundaram Medium Term Fund?
Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF charges less: 0.51% a year against 1.17%. These are the total expense ratios reported to AMFI.
How much do Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF and Sundaram Medium Term Fund overlap?
17.7%. They hold 1 of the same securities, the largest shared ones being 6.48% Government of India (MD 06/10/2035). From each fund's latest monthly portfolio.
Can I invest in both Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF and Sundaram Medium Term Fund?
Yes. 17.7% of each fund's money sits in the same holdings, so some of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.