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

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

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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 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

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