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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) | ₹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 | 3.97% | 3.56% |
| 6 Month | 3.09% | 0.46% |
| 1 Year | 6.93% | 3.55% |
| 3 Year | 22.88% | 21.15% |
| 5 Year | 24.3% | 23.11% |
SIP Return Analysis
| Scheme Name | Axis Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 10.27% | 9.77% |
| 1 Year | 11.94% | 9.14% |
| 3 Year | 20.83% | 18.01% |
| 5 Year | 19.22% | 17.78% |
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 | 14.14% | 14.95% |
| Sharp | 0.87% | 0.74% |
| Beta | 0.88% | 1.00% |
| Alpha | 2.75% | 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 | 15.9 | 3.47 |
| Large Cap | 42.68 | 52.13 |
| Mid Cap | 35.43 | 35.95 |
| Small Cap | 5.99 | 8.46 |
Sector Allocation
| Scheme Name |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.5 | 3.47 |
| Healthcare | 9.95 | 9.93 |
| Consumer Defensive | 3.13 | 5.14 |
| Energy | 1.88 | 6.53 |
| Industrials | 11.46 | 12.24 |
| Technology | 14.36 | 7.5 |
| Consumer Cyclical | 12.64 | 16.44 |
| Financial Services | 22.37 | 23.3 |
| Basic Materials | 5.34 | 4.8 |
| Communication Services | 5.12 | 5.74 |
| Real Estate | 2.88 | 2.54 |
| Utilities | 4.36 | 2.39 |
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