Mirae Asset Large & Midcap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹40554 Cr | ₹6651 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Jul 2010 | 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 | 52% | 25% |
Expense Ratio | 1.54 | 1.85 |
Manager | Neelesh Surana | Ashish Aggarwal |
ISIN Code | INF769K01101 | INF903J01DT1 |
Exits Load | Mirae Asset Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.47% | 2.39% |
6 Month | 17.5% | 15.31% |
1 Year | -1.86% | -2.3% |
3 Year | 15.48% | 14.35% |
5 Year | 21.14% | 20.4% |
SIP Return Analysis
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 4.98% | 3.78% |
1 Year | 14.25% | 9.7% |
3 Year | 15.83% | 15.18% |
5 Year | 15.53% | 15.49% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.41% | 10.83% |
3 Year | 20.32% | 14.22% |
5 Year | 21.56% | 12.76% |
Risk Management
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.70% | 13.60% |
Sharp | 0.60% | 0.57% |
Beta | 1.00% | 0.98% |
Alpha | 0.94% | 0.69% |
Fund Managers
Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Neelesh Surana | Ashish Aggarwal |
Total AUM | ₹49127 Cr | ₹9635 Cr |
Funds Managed | 2 | 7 |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 1.7 | 5.3 |
Large Cap | 50.62 | 45.65 |
Mid Cap | 34.29 | 37.21 |
Small Cap | 13.38 | 11.84 |
Sector Allocation
Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 0.96 | 2.13 |
Energy | 3.41 | 6.6 |
Technology | 9.48 | 3.55 |
Consumer Cyclical | 15.37 | 15.72 |
Basic Materials | 7.27 | 7.94 |
Industrials | 10.87 | 9.09 |
Consumer Defensive | 4.44 | 5.95 |
Financial Services | 27.62 | 26.53 |
Healthcare | 11.83 | 9.95 |
Real Estate | 1.87 | 2.64 |
Communication Services | 3.54 | 7.15 |
Utilities | 3.34 | 2.74 |
Top Comparisons
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns24.82%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns22.83%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Axis Small Cap Fund Regular Growth
3Y Returns17.91%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns0%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns13.94%
Kotak Flexicap Fund - Growth
3Y Returns15.49%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns12.05%