Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mirae Asset Large & Midcap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon 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 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) ₹36514 Cr ₹6470 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 3.75% 2.31%
6 Month 2.98% 0.17%
1 Year 6.09% 6.34%
3 Year 17.82% 18.64%
5 Year 26.25% 25.09%

SIP Return Analysis

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 6.48% 4.86%
1 Year 4.19% 2.49%
3 Year 16.69% 16.93%
5 Year 17.02% 17.32%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 16.21% 11.53%
3 Year 20.67% 14.16%
5 Year 21.41% 12.49%

Risk Management

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 14.18% 14.877%
Sharp 0.35% 0.357%
Beta 0.958% 0.998%
Alpha -1.215% -1.131%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 0.69 3.47
Large Cap 48.77 52.13
Small Cap 15.27 8.46
Mid Cap 35.26 35.95

Sector Allocation

Scheme Name

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 0.69 3.47
Energy 3.38 6.53
Technology 9.15 7.5
Consumer Cyclical 12.53 16.44
Basic Materials 9.46 4.8
Industrials 13.67 12.24
Financial Services 28.3 23.3
Consumer Defensive 2.7 5.14
Healthcare 10.28 9.93
Real Estate 1.69 2.54
Communication Services 3.85 5.74
Utilities 4.3 2.39

Top Comparisons

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.49%

VS

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

3Y Returns9.34%

Compare Now

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns17.25%

VS

DSP Large Cap Fund - Regular Plan - Growth DSP Large Cap Fund - Regular Plan - Growth

3Y Returns21.72%

Compare Now

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns21.46%

VS

DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns24.87%

VS

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

3Y Returns19.16%

Compare Now
Add to Cart Successfully