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) | ₹14349 Cr | ₹6671 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 | 1.04% | 1.43% |
6 Month | 4.65% | 3.35% |
1 Year | 4.05% | 2.05% |
3 Year | 21.18% | 19.64% |
5 Year | 23.17% | 22.36% |
SIP Return Analysis
Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 9.58% | 9.27% |
1 Year | 11.9% | 9.6% |
3 Year | 19.89% | 17.18% |
5 Year | 18.6% | 17.29% |
Rolling Lumpsum Returns
Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 19.51% | 11.11% |
3 Year | 19.9% | 14.14% |
5 Year | 21.9% | 12.65% |
Risk Management
Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.65% | 14.51% |
Sharp | 1.11% | 0.95% |
Beta | 0.87% | 1.00% |
Alpha | 3.35% | 0.27% |
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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 | 12.46 | 5.39 |
Large Cap | 47.42 | 49.16 |
Mid Cap | 36.54 | 35.94 |
Small Cap | 3.58 | 9.51 |
Sector Allocation
Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 4.8 | 3.72 |
Energy | 3.68 | 6.91 |
Technology | 9.2 | 4.98 |
Industrials | 12.78 | 9.43 |
Consumer Cyclical | 11.64 | 14.7 |
Financial Services | 27.65 | 26.7 |
Healthcare | 8.64 | 9.5 |
Basic Materials | 7.4 | 6.8 |
Consumer Defensive | 4.31 | 5.63 |
Communication Services | 4.78 | 6.84 |
Real Estate | 1.85 | 2.18 |
Utilities | 3.27 | 2.61 |
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