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Axis Growth Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Axis Large & Mid Cap Fund - Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹15616 Cr | ₹6987 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 22 Oct 2018 | 27 Feb 2007 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 23% | 25% |
| Expense Ratio | 1.7 | 1.85 |
| Manager | Shreyash Devalkar | Ashish Aggarwal |
| ISIN Code | INF846K01J79 | INF903J01DT1 |
| Exits Load | Axis Growth Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Large and 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 | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.44% | -3.11% |
| 6 Month | 0.65% | -0.43% |
| 1 Year | 6.09% | 4.51% |
| 3 Year | 19.93% | 15.58% |
| 5 Year | 16.96% | 15.35% |
SIP Return Analysis
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.11% | -0.18% |
| 1 Year | 6.82% | 8.9% |
| 3 Year | 12.85% | 12.05% |
| 5 Year | 13.99% | 13.39% |
Rolling Lumpsum Returns
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.88% | 10.19% |
| 3 Year | 19.68% | 14.48% |
| 5 Year | 21.72% | 13.26% |
Risk Management
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.31% | 12.94% |
| Sharp | 1.07% | 0.8% |
| Beta | 0.82% | 0.96% |
| Alpha | 2.4% | -1.75% |
Fund Managers
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Shreyash Devalkar | Ashish Aggarwal |
| Total AUM | ₹166770 Cr | ₹9635 Cr |
| Funds Managed | 14 | 7 |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 17.76 | 7.64 |
| Large Cap | 45.06 | 44.87 |
| Mid Cap | 34.03 | 37.5 |
| Small Cap | 3.15 | 9.99 |
Sector Allocation
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.45 | 2.2 |
| Energy | 3.94 | 7.15 |
| Technology | 9.47 | 4.77 |
| Consumer Cyclical | 15.34 | 14.15 |
| Consumer Defensive | 2.91 | 4.39 |
| Industrials | 11.57 | 10.31 |
| Financial Services | 30.6 | 30.15 |
| Basic Materials | 5.09 | 7.52 |
| Healthcare | 8.92 | 9.56 |
| Communication Services | 4.28 | 5.31 |
| Utilities | 2.01 | 1.66 |
| Real Estate | 1.43 | 2.84 |
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