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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) | ₹14805 Cr | ₹6789 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 | -0.43% | -1.56% |
| 6 Month | 10.79% | 11.11% |
| 1 Year | 3.35% | 0.69% |
| 3 Year | 16.09% | 15.03% |
| 5 Year | 21.82% | 20.44% |
SIP Return Analysis
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.81% | 3.6% |
| 1 Year | 6.59% | 3.89% |
| 3 Year | 17.35% | 14.32% |
| 5 Year | 16.83% | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.71% | 10.83% |
| 3 Year | 19.98% | 14.22% |
| 5 Year | 22.18% | 12.76% |
Risk Management
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.54% | 13.68% |
| Sharp | 0.86% | 0.73% |
| Beta | 0.83% | 0.98% |
| Alpha | 3.11% | 0.80% |
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 | 14.19 | 5.3 |
| Large Cap | 43.88 | 45.65 |
| Mid Cap | 37.74 | 37.21 |
| Small Cap | 4.18 | 11.84 |
Sector Allocation
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.68 | 2.13 |
| Energy | 3.4 | 6.6 |
| Technology | 10.43 | 3.55 |
| Industrials | 15.29 | 9.09 |
| Consumer Cyclical | 12.84 | 15.72 |
| Financial Services | 24.75 | 26.53 |
| Healthcare | 10.32 | 9.95 |
| Basic Materials | 7.02 | 7.94 |
| Consumer Defensive | 3.6 | 5.95 |
| Communication Services | 3.91 | 7.15 |
| Utilities | 2.9 | 2.74 |
| Real Estate | 1.86 | 2.64 |
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