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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) | ₹15605 Cr | ₹7047 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 | -0.92% | -1.2% |
| 6 Month | 4.79% | 6.03% |
| 1 Year | 2.09% | 1.51% |
| 3 Year | 18.63% | 15.69% |
| 5 Year | 17.8% | 17.35% |
SIP Return Analysis
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.86% | 0.71% |
| 1 Year | 7.48% | 10.88% |
| 3 Year | 14.36% | 13.75% |
| 5 Year | 14.9% | 14.51% |
Rolling Lumpsum Returns
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.13% | 10.34% |
| 3 Year | 19.68% | 14.44% |
| 5 Year | 21.84% | 13.16% |
Risk Management
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.28% | 12.94% |
| Sharp | 0.96% | 0.76% |
| Beta | 0.82% | 0.96% |
| Alpha | 2.30% | -1.65% |
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 | 13.96 | 6.4 |
| Large Cap | 45.17 | 44.53 |
| Mid Cap | 36.58 | 37.64 |
| Small Cap | 4.3 | 11.42 |
Sector Allocation
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.91 | 3.23 |
| Energy | 3.6 | 6.98 |
| Technology | 10.43 | 4.8 |
| Industrials | 13.36 | 11.18 |
| Financial Services | 27.67 | 29.26 |
| Consumer Cyclical | 15.69 | 13.46 |
| Healthcare | 9.72 | 9.7 |
| Consumer Defensive | 2.78 | 4.33 |
| Basic Materials | 5.82 | 7.5 |
| Utilities | 2.42 | 1.68 |
| Real Estate | 1.77 | 2.75 |
| Communication Services | 3.84 | 5.14 |
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