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

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tortoise-icon Axis Growth Opportunities Fund - Regular Plan - Growth

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Axis Growth Opportunities Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Fund Axis Growth Opportunities Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13275 Cr ₹6862 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 10 Oct 2018 10 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 1.69 1.8
Manager Shreyash Devalkar Ashish Aggarwal
ISIN Code INF846K01J79 INF903J01DT1
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Axis Growth Opportunities Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 2.78% 1.74%
6 Month 20.01% 20.95%
1 Year 42.99% 45.53%
3 Year 17.95% 21.07%
5 Year 24.77% 24.83%

SIP Return Analysis

Scheme Name Axis Growth Opportunities Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 18.54% 16.68%
3 Year 39.56% 36.77%
5 Year 79.96% 71.73%

Rolling Lumpsum Returns

Scheme Name Axis Growth Opportunities Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 24.66% 21.86%
3 Year 58% 54.63%
5 Year 86.16% 79.56%

Risk Management

Scheme Name Axis Growth Opportunities Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 14.31% 12.94%
Sharp 0.85% 0.93%
Beta 0.93% 0.94%
Alpha -2.73% -2.61%

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Fund Managers

Scheme Name Axis Growth Opportunities Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Name Shreyash Devalkar Ashish Aggarwal
Total AUM ₹166770 Cr ₹9635 Cr
Fund Manage 14 7
Axis Growth Opportunities Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

Axis Growth Opportunities Fund - Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 22.46 5.32
Large Cap 38.94 52.7
Mid Cap 34.78 36.68
Small Cap 3.8 5.29

Sector Allocation

Scheme Name

Axis Growth Opportunities Fund - Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 3.23 2.18
Healthcare 8.89 8.7
Services 12.29 9.45
Financial 15.26 22.85
Energy 8.71 7.42
Capital Goods 14.62 11.07
Materials 2.57 4.59
Consumer Staples 3.43 5.6
Construction 4.8 5.06
Metals & Mining 0.99 2.59
Insurance 1.5 -
Automobile 8.33 8.53
Consumer Discretionary 1.23 2.07
Chemicals 4.42 0.95
Technology 6.16 5.45
Diversified 0.16 -
Communication 2.55 2.87
Unclassified 0.84 -
Textiles - 0.61

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