Axis Growth Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Axis Growth Opportunities Fund - Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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) | ₹13780 Cr | ₹6871 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 | 1.69 | 1.79 |
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 Growth Opportunities Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | -4.32% | -6.06% |
6 Month | -5.75% | -8.19% |
1 Year | 12.17% | 8.06% |
3 Year | 13.49% | 12.11% |
5 Year | 18.73% | 15.27% |
SIP Return Analysis
Scheme Name | Axis Growth Opportunities Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.4% | -0.84% |
3 Year | 19.27% | 16.29% |
5 Year | 19.86% | 18.08% |
Rolling Lumpsum Returns
Scheme Name | Axis Growth Opportunities Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 20.92% | 11.53% |
3 Year | 20.13% | 14.16% |
5 Year | 21.6% | 12.49% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 16.61 | 5.24 |
Large Cap | 41.59 | 48.56 |
Mid Cap | 35.17 | 36.97 |
Small Cap | 6.65 | 9.27 |
Sector Allocation
Scheme Name |
Axis Growth Opportunities Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 16.61 | 5.24 |
Petroleum Products | 1.95 | 5.01 |
Electrical Equipment | 5.84 | 3.51 |
IT - Software | 6.43 | 6.69 |
IT - Services | 0.54 | 0.85 |
Construction | 1.65 | 2.19 |
Finance | 4.73 | 2.61 |
Diversified FMCG | 1.77 | 1.87 |
Non - Ferrous Metals | 0.22 | 1.35 |
Banks | 9.9 | 17.11 |
Healthcare Services | 1.92 | 3.19 |
Pharmaceuticals & Biotechnology | 5.72 | 6.44 |
Leisure Services | 1.73 | 2.31 |
Aerospace & Defense | 1.86 | 0.87 |
Auto Components | 4.69 | 7.41 |
Cement & Cement Products | 0.37 | 1.64 |
Insurance | 1.89 | 0.94 |
Automobiles | 2.98 | 1.67 |
Personal Products | 0.88 | - |
Telecom - Services | 2.15 | 3.28 |
Capital Markets | 1.82 | 1.42 |
Industrial Products | 2.81 | 3.29 |
Beverages | 0.88 | 2.67 |
Realty | 3.12 | 2.38 |
Consumer Durables | 2.08 | 4.37 |
Chemicals & Petrochemicals | 2.41 | - |
Power | 6.48 | 2.69 |
Fertilizers & Agrochemicals | 1.81 | 1.14 |
Financial Technology (Fintech) | 0.58 | 0.12 |
Food Products | 0.02 | - |
Transport Services | 1.17 | 0.73 |
Retailing | 2.74 | 3.96 |
Industrial Manufacturing | 0.27 | - |
Agricultural Food & other Products | - | 0.84 |
Household Products | - | 0.93 |
Consumable Fuels | - | 0.54 |
Transport Infrastructure | - | 0.78 |
Top Comparisons
HDFC Dynamic PE Ratio Fund of Funds - Growth Option
3Y Returns12.93%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns9.25%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns13.62%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns14.02%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.04%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns5.96%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.78%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.78%