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) | ₹43542 Cr | ₹7047 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹99 | ₹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 | 0.73% | 0.23% |
| 6 Month | 6.64% | 5.86% |
| 1 Year | 8.61% | 3.82% |
| 3 Year | 18.77% | 17.77% |
| 5 Year | 18.06% | 17.93% |
SIP Return Analysis
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.06% | 0.71% |
| 1 Year | 15.63% | 10.88% |
| 3 Year | 14.99% | 13.75% |
| 5 Year | 14.96% | 14.51% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.88% | 10.34% |
| 3 Year | 20.08% | 14.44% |
| 5 Year | 21.39% | 13.16% |
Risk Management
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.54% | 12.94% |
| Sharp | 0.73% | 0.76% |
| Beta | 0.98% | 0.96% |
| Alpha | -1.46% | -1.65% |
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 | 3.52 | 6.4 |
| Large Cap | 52.53 | 44.53 |
| Mid Cap | 30.25 | 37.64 |
| Small Cap | 13.7 | 11.42 |
Sector Allocation
| Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.55 | 3.23 |
| Energy | 2.81 | 6.98 |
| Technology | 8.03 | 4.8 |
| Consumer Cyclical | 16.33 | 13.46 |
| Basic Materials | 6.36 | 7.5 |
| Industrials | 9.93 | 11.18 |
| Consumer Defensive | 4.82 | 4.33 |
| Financial Services | 30.91 | 29.26 |
| Healthcare | 11.13 | 9.7 |
| Real Estate | 2.14 | 2.75 |
| Communication Services | 3.83 | 5.14 |
| Utilities | 3.16 | 1.68 |
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