LIC MF Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

Link copied to clipboard!

LIC MF Large & Mid Cap Fund Regular-Growth

Invest Now

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Invest Now

Sundaram Large and Midcap Fund Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹3152 Cr	₹3152 Cr	₹6998 Cr
Min Investment	₹5000	₹5000	₹100
Min SIP Invesment	₹200	₹200	₹100
Min Addl Investment	₹500	₹500	₹100
Launch Date	25 Feb 2015	25 Feb 2015	27 Feb 2007
Category	Large and Mid Cap	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	%	46%	25%
Expense Ratio	1.9	1.9	1.85
Manager	Yogesh Patil	Yogesh Patil	Ashish Aggarwal
ISIN Code	INF767K01NB5	INF767K01NB5	INF903J01DT1
Exits Load	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	-1.32%	-1.32%	-0.58%
6 Month	0.69%	0.69%	6.09%
1 Year	-2.24%	-2.24%	1.21%
3 Year	15.56%	15.56%	15.22%
5 Year	17.04%	17.04%	18.03%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	1.56%	1.56%	4.1%
1 Year	10.12%	10.12%	16.67%
3 Year	15.5%	15.5%	15.55%
5 Year	15.3%	15.3%	15.52%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	12.57%	12.57%	10.41%
3 Year	15.38%	15.38%	14.43%
5 Year	15.43%	15.43%	13.13%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.59%	12.59%	12.94%
Sharp	0.72%	0.72%	0.77%
Beta	1.04%	1.04%	0.95%
Alpha	-2.49%	-2.49%	-1.66%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Yogesh Patil	Yogesh Patil	Ashish Aggarwal
Total AUM	₹5898 Cr	₹5898 Cr	₹9635 Cr
Funds Managed	7	7	7
	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.24	3.24	1.54
Large Cap	43.35	43.35	49.5
Small Cap	17.78	17.78	10.79
Mid Cap	35.63	35.63	38.17

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.24	3.24	1.54
Petroleum Products	2	2	6.96
IT - Software	5.38	5.38	2.88
Food Products	0.91	0.91	-
IT - Services	0.67	0.67	1.19
Construction	1.73	1.73	2.02
Finance	7.19	7.19	4.47
Diversified FMCG	2.02	2.02	-
Other Utilities	0.28	0.28	-
Banks	15.16	15.16	20.28
Cement & Cement Products	1.48	1.48	4.36
Leisure Services	2.17	2.17	3.33
Pharmaceuticals & Biotechnology	4.15	4.15	5.9
Electrical Equipment	5.15	5.15	-
Industrial Manufacturing	2.52	2.52	-
Auto Components	4.86	4.86	4.41
Automobiles	3.65	3.65	1.62
Transport Services	2.1	2.1	0.83
Capital Markets	2.05	2.05	2.54
Fertilizers & Agrochemicals	2.36	2.36	2.33
Telecom - Services	2.52	2.52	4.17
Personal Products	1.36	1.36	1.49
Agricultural Food & other Products	1.88	1.88	1.75
Power	1.09	1.09	1.73
Aerospace & Defense	1.87	1.87	1.67
Industrial Products	8.24	8.24	4.96
Consumer Durables	0.61	0.61	3.32
Retailing	3.03	3.03	2.42
Healthcare Services	3.1	3.1	3.98
Chemicals & Petrochemicals	1.48	1.48	-
Minerals & Mining	0.75	0.75	-
Textiles & Apparels	1.45	1.45	-
Realty	1.52	1.52	2.8
Gas	1.01	1.01	-
Transport Infrastructure	1.02	1.02	1.91
Agricultural, Commercial & Construction Vehicles	-	-	0.09
Insurance	-	-	1.15
It - Software	-	-	0.79
Beverages	-	-	1.28
Ferrous Metals	-	-	1.83