Bajaj Finserv Large and Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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tortoise-icon Bajaj Finserv Large and Mid Cap Fund - Reg (G)

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹ Cr ₹6075 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Feb 2024 10 Feb 2007
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark Nifty LargeMidcap 250 TRI NIFTY LARGE MIDCAP 250 TRI
Turn Over % 25%
Expense Ratio 1.82
Manager Nimesh Chandan Ashish Aggarwal
ISIN Code INF0QA701730 INF903J01DT1
Exits Load /365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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 5.21% 5.31%
6 Month - 19.14%
1 Year - 44.36%
3 Year - 22.17%
5 Year - 22.87%

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 Year 7.18% 16.68%
3 Year 7.18% 36.77%
5 Year 7.18% 71.73%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 10.53% 21.86%
3 Year 10.53% 54.63%
5 Year 10.53% 79.56%

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 - 0.91%
Beta - 0.95%
Alpha - -2.24%

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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
Fund Manage 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

Large Cap 48.07 52.7
Mid Cap 37.56 36.68
Others 6.23 5.32
Small Cap 8.17 5.29

Sector Allocation

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Sundaram Large and Midcap Fund Regular Plan - Growth

Financial 13.25 22.85
Energy 6.12 7.42
Communication 4.24 2.87
Capital Goods 11.49 11.07
Technology 2.25 5.45
Automobile 6.01 8.53
Healthcare 8.83 8.7
Others 3.77 2.18
Construction 5.02 5.06
Consumer Staples 10.82 5.6
Consumer Discretionary 3.79 2.07
Chemicals 6.35 0.95
Services 9.01 9.45
Textiles 1.47 0.61
Metals & Mining 4.08 2.59
Insurance 2.34 -
Materials 1.19 4.59

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