- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹14906 Cr | ₹6740 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 | 0.48% | 1.04% |
| 6 Month | 8.57% | 7.93% |
| 1 Year | 3.49% | 2.82% |
| 3 Year | 18.54% | 15.46% |
| 5 Year | 20.31% | 20.04% |
SIP Return Analysis
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.77% | 2.89% |
| 1 Year | 12.17% | 12.98% |
| 3 Year | 16.29% | 14.61% |
| 5 Year | 15.76% | 14.86% |
Rolling Lumpsum Returns
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.24% | 10.64% |
| 3 Year | 19.84% | 14.28% |
| 5 Year | 22.03% | 12.91% |
Risk Management
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.29% | 13.49% |
| Sharp | 0.95% | 0.71% |
| Beta | 0.82% | 0.96% |
| Alpha | 1.89% | -1.82% |
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 | 14.82 | 5.37 |
| Large Cap | 44.87 | 44.26 |
| Mid Cap | 36.16 | 38.01 |
| Small Cap | 4.14 | 12.36 |
Sector Allocation
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.26 | 3.16 |
| Energy | 3.31 | 6.69 |
| Technology | 10.72 | 3.67 |
| Industrials | 13.4 | 10.75 |
| Consumer Cyclical | 16.3 | 15.48 |
| Healthcare | 9.84 | 10.25 |
| Consumer Defensive | 3.14 | 4.69 |
| Basic Materials | 6.22 | 8.57 |
| Financial Services | 24.61 | 26.64 |
| Utilities | 2.59 | 1.69 |
| Real Estate | 1.69 | 2.58 |
| Communication Services | 3.9 | 5.83 |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns7%
PGIM India Ultra Short Duration Fund - Growth
3Y Returns6.64%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns22.79%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns18.54%
HDFC Technology Fund - Regular (G)
3Y Returns0%
Tata Digital India Fund-Regular Plan-Growth
3Y Returns13.15%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns21.63%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns18.29%
