Axis Growth Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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Axis Large & Mid Cap Fund - Regular Plan - Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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

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)	₹15453 Cr	₹6998 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

Scheme Name	Axis Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	-0.15%	-0.15%
6 Month	3.88%	6.01%
1 Year	1.43%	0.99%
3 Year	18.25%	15.34%
5 Year	18.61%	18.12%

Scheme Name	Axis Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	1.75%	3.17%
1 Year	12.8%	15.2%
3 Year	15.69%	14.63%
5 Year	15.43%	14.83%

Scheme Name	Axis Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	17.26%	10.41%
3 Year	19.7%	14.43%
5 Year	21.85%	13.13%

Scheme Name	Axis Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.28%	13.49%
Sharp	0.96%	0.69%
Beta	0.82%	0.96%
Alpha	2.30%	-1.71%

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

Scheme Name	Axis Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	13.96	1.54
Large Cap	45.17	49.5
Mid Cap	36.58	38.17
Small Cap	4.3	10.79

Scheme Name	Axis Large & Mid Cap Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	2.91	1.54
Energy	3.6	-
Technology	10.43	-
Industrials	13.36	-
Financial Services	27.67	-
Consumer Cyclical	15.69	-
Healthcare	9.72	-
Consumer Defensive	2.78	-
Basic Materials	5.82	-
Utilities	2.42	-
Real Estate	1.77	-
Communication Services	3.84	-
Petroleum Products	-	6.96
IT - Software	-	2.88
IT - Services	-	1.19
Construction	-	2.02
Healthcare Services	-	3.98
Banks	-	20.28
Agricultural, Commercial & Construction Vehicles	-	0.09
Pharmaceuticals & Biotechnology	-	5.9
Cement & Cement Products	-	4.36
Leisure Services	-	3.33
Aerospace & Defense	-	1.67
Automobiles	-	1.62
Finance	-	4.47
Industrial Products	-	4.96
Transport Services	-	0.83
Fertilizers & Agrochemicals	-	2.33
Personal Products	-	1.49
Insurance	-	1.15
Agricultural Food & other Products	-	1.75
Realty	-	2.8
Power	-	1.73
Consumer Durables	-	3.32
Capital Markets	-	2.54
Auto Components	-	4.41
Telecom - Services	-	4.17
Retailing	-	2.42
It - Software	-	0.79
Beverages	-	1.28
Transport Infrastructure	-	1.91
Ferrous Metals	-	1.83