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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) | ₹2126 Cr | ₹6740 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 | 2.29% | 1.04% |
| 6 Month | 6.85% | 7.93% |
| 1 Year | 3.34% | 2.82% |
| 3 Year | - | 15.46% |
| 5 Year | - | 20.04% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.03% | 2.89% |
| 1 Year | 11.41% | 12.98% |
| 3 Year | - | 14.61% |
| 5 Year | - | 14.86% |
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% | 10.64% |
| 3 Year | - | 14.28% |
| 5 Year | - | 12.91% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.49% |
| Sharp | - | 0.71% |
| Beta | - | 0.96% |
| Alpha | - | -1.82% |
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 | 6.86 | 5.37 |
| Large Cap | 50.83 | 44.26 |
| Mid Cap | 30.62 | 38.01 |
| Small Cap | 11.68 | 12.36 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.54 | 3.16 |
| Energy | 1.69 | 6.69 |
| Financial Services | 25.4 | 26.64 |
| Technology | 7.93 | 3.67 |
| Consumer Cyclical | 14.12 | 15.48 |
| Basic Materials | 11.87 | 8.57 |
| Industrials | 11.62 | 10.75 |
| Consumer Defensive | 6.58 | 4.69 |
| Healthcare | 11.12 | 10.25 |
| Real Estate | 1.96 | 2.58 |
| Communication Services | 1.5 | 5.83 |
| Utilities | 1.68 | 1.69 |
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