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) | ₹15453 Cr | ₹6998 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 | -0.15% | -0.15% |
| 6 Month | 3.88% | 6.01% |
| 1 Year | 1.43% | 0.99% |
| 3 Year | 18.25% | 15.34% |
| 5 Year | 18.61% | 18.12% |
SIP Return Analysis
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.75% | 3.17% |
| 1 Year | 12.8% | 15.2% |
| 3 Year | 15.69% | 14.63% |
| 5 Year | 15.43% | 14.83% |
Rolling Lumpsum Returns
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.26% | 10.41% |
| 3 Year | 19.7% | 14.43% |
| 5 Year | 21.85% | 13.13% |
Risk Management
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.28% | 13.49% |
| Sharp | 0.96% | 0.69% |
| Beta | 0.82% | 0.96% |
| Alpha | 2.30% | -1.71% |
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 | 1.54 |
| Large Cap | 45.17 | 49.5 |
| Mid Cap | 36.58 | 38.17 |
| Small Cap | 4.3 | 10.79 |
Sector Allocation
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.91 | 1.54 |
| Energy | 3.6 | - |
| Technology | 10.43 | - |
| Industrials | 13.36 | - |
| Financial Services | 27.67 | - |
| Consumer Cyclical | 15.69 | - |
| Healthcare | 9.72 | - |
| Consumer Defensive | 2.78 | - |
| Basic Materials | 5.82 | - |
| Utilities | 2.42 | - |
| Real Estate | 1.77 | - |
| Communication Services | 3.84 | - |
| Petroleum Products | - | 6.96 |
| IT - Software | - | 2.88 |
| IT - Services | - | 1.19 |
| Construction | - | 2.02 |
| Healthcare Services | - | 3.98 |
| Banks | - | 20.28 |
| Agricultural, Commercial & Construction Vehicles | - | 0.09 |
| Pharmaceuticals & Biotechnology | - | 5.9 |
| Cement & Cement Products | - | 4.36 |
| Leisure Services | - | 3.33 |
| Aerospace & Defense | - | 1.67 |
| Automobiles | - | 1.62 |
| Finance | - | 4.47 |
| Industrial Products | - | 4.96 |
| Transport Services | - | 0.83 |
| Fertilizers & Agrochemicals | - | 2.33 |
| Personal Products | - | 1.49 |
| Insurance | - | 1.15 |
| Agricultural Food & other Products | - | 1.75 |
| Realty | - | 2.8 |
| Power | - | 1.73 |
| Consumer Durables | - | 3.32 |
| Capital Markets | - | 2.54 |
| Auto Components | - | 4.41 |
| Telecom - Services | - | 4.17 |
| Retailing | - | 2.42 |
| It - Software | - | 0.79 |
| Beverages | - | 1.28 |
| Transport Infrastructure | - | 1.91 |
| Ferrous Metals | - | 1.83 |
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