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Bajaj Finserv Large and Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2309 Cr | ₹7047 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2024 | 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 | % | 25% |
| Expense Ratio | 2.06 | 1.85 |
| Manager | Nimesh Chandan | Ashish Aggarwal |
| ISIN Code | INF0QA701730 | INF903J01DT1 |
| Exits Load | Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.86% | -1.75% |
| 6 Month | 2.59% | 4.1% |
| 1 Year | 2.79% | -0.13% |
| 3 Year | - | 15.54% |
| 5 Year | - | 17.14% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.96% | 1.98% |
| 1 Year | 12.64% | 14.33% |
| 3 Year | - | 14.16% |
| 5 Year | - | 14.48% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.78% | 10.34% |
| 3 Year | - | 14.44% |
| 5 Year | - | 13.16% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.94% |
| Sharp | - | 0.76% |
| Beta | - | 0.96% |
| Alpha | - | -1.65% |
Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Nimesh Chandan | Ashish Aggarwal |
| Total AUM | ₹0 Cr | ₹9635 Cr |
| Funds Managed | 8 | 7 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.23 | 6.4 |
| Large Cap | 50.13 | 44.53 |
| Mid Cap | 32.48 | 37.64 |
| Small Cap | 12.16 | 11.42 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.84 | 3.23 |
| Energy | 3.41 | 6.98 |
| Financial Services | 28.51 | 29.26 |
| Technology | 6.36 | 4.8 |
| Basic Materials | 8.81 | 7.5 |
| Industrials | 7.95 | 11.18 |
| Healthcare | 14.61 | 9.7 |
| Real Estate | 5 | 2.75 |
| Consumer Cyclical | 15.61 | 13.46 |
| Communication Services | 4.39 | 5.14 |
| Consumer Defensive | 3.51 | 4.33 |
| Utilities | 0 | 1.68 |
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