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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) | ₹2091 Cr | ₹6651 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 | 2.36% | 2.39% |
| 6 Month | 12.89% | 15.31% |
| 1 Year | -2.78% | -2.3% |
| 3 Year | - | 14.35% |
| 5 Year | - | 20.4% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.75% | 3.78% |
| 1 Year | 8.32% | 9.7% |
| 3 Year | - | 15.18% |
| 5 Year | - | 15.49% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.11% | 10.83% |
| 3 Year | - | 14.22% |
| 5 Year | - | 12.76% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.60% |
| Sharp | - | 0.57% |
| Beta | - | 0.98% |
| Alpha | - | 0.69% |
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 | 7.19 | 5.3 |
| Large Cap | 45.99 | 45.65 |
| Mid Cap | 32.83 | 37.21 |
| Small Cap | 13.99 | 11.84 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.16 | 2.13 |
| Energy | 2.23 | 6.6 |
| Financial Services | 27.48 | 26.53 |
| Technology | 8.04 | 3.55 |
| Consumer Cyclical | 11.44 | 15.72 |
| Basic Materials | 13.86 | 7.94 |
| Industrials | 12.07 | 9.09 |
| Consumer Defensive | 7.78 | 5.95 |
| Healthcare | 9.17 | 9.95 |
| Real Estate | 1.52 | 2.64 |
| Communication Services | 1.7 | 7.15 |
| Utilities | 1.54 | 2.74 |
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