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) | ₹40822 Cr | ₹6740 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 | 4.07% | 3.51% |
| 6 Month | 11.77% | 8.76% |
| 1 Year | 7.47% | 4.22% |
| 3 Year | 17.58% | 16.3% |
| 5 Year | 21.28% | 21.11% |
SIP Return Analysis
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.12% | 0.95% |
| 1 Year | 11.02% | 7.9% |
| 3 Year | 13.38% | 13.05% |
| 5 Year | 14.03% | 14.12% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.14% | 10.64% |
| 3 Year | 20.17% | 14.28% |
| 5 Year | 21.51% | 12.91% |
Risk Management
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.60% | 13.49% |
| Sharp | 0.79% | 0.71% |
| Beta | 0.98% | 0.96% |
| Alpha | -1.04% | -1.82% |
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 | 2.04 | 5.37 |
| Large Cap | 52.76 | 44.26 |
| Mid Cap | 31.34 | 38.01 |
| Small Cap | 13.86 | 12.36 |
Sector Allocation
| Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.16 | 3.16 |
| Energy | 3.52 | 6.69 |
| Technology | 7.82 | 3.67 |
| Consumer Cyclical | 16.44 | 15.48 |
| Basic Materials | 6.96 | 8.57 |
| Industrials | 10.81 | 10.75 |
| Consumer Defensive | 5.05 | 4.69 |
| Financial Services | 29.28 | 26.64 |
| Healthcare | 10.23 | 10.25 |
| Real Estate | 1.79 | 2.58 |
| Communication Services | 3.74 | 5.83 |
| Utilities | 3.21 | 1.69 |
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