Nippon India Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare
Nippon India Large Cap Fund- Growth Plan Bonus Option
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹45012 Cr | ₹3302 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 08 Aug 2007 | 01 Oct 2020 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | NIFTY 100 TRI |
Turn Over | 52% | 23% |
Expense Ratio | 1.62 | 1.93 |
Manager | Ashutosh Bhargava | Sudhir Kedia |
ISIN Code | INF204K01554 | INF903JA1IZ3 |
Exits Load | Exit load of 1% if redeemed within 7 days./365 | Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | -5.26% | 0.7% |
6 Month | 4.76% | 10.54% |
1 Year | 28.13% | -4.15% |
3 Year | 18.29% | 11.43% |
5 Year | 19.32% | - |
SIP Return Analysis
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | 1.87% |
1 Year | 18.7% | 5.71% |
3 Year | 24.98% | 10.52% |
5 Year | 24.96% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 12.73% | 13.13% |
3 Year | 13.72% | 15.06% |
5 Year | 14.17% | - |
Risk Management
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.88% | 11.64% |
Sharp | 0.97% | 0.43% |
Beta | 0.92% | 0.91% |
Alpha | 5.13% | -1.27% |
Fund Managers
Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Name | Ashutosh Bhargava | Sudhir Kedia |
Total AUM | ₹121448 Cr | ₹10423 Cr |
Funds Managed | 12 | 8 |
Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.74 | 6.74 |
Large Cap | 83.62 | 81.95 |
Mid Cap | 8.92 | 9.13 |
Small Cap | 6.72 | 2.17 |
Sector Allocation
Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.74 | 5.78 |
Energy | 13.71 | 9.25 |
Capital Goods | 6.48 | - |
Technology | 5.82 | 8.56 |
Construction | 3.68 | - |
Financial | 32.78 | - |
Consumer Staples | 9.78 | - |
Healthcare | 2.35 | 7.15 |
Materials | 2.11 | - |
Services | 7.57 | - |
Metals & Mining | 2.31 | - |
Automobile | 7.04 | - |
Insurance | 3.17 | - |
Communication | 1.02 | - |
Diversified | 0.38 | - |
Chemicals | 0.7 | - |
Textiles | 0.36 | - |
Consumer Cyclical | - | 9.83 |
Industrials | - | 6.47 |
Financial Services | - | 34.1 |
Consumer Defensive | - | 6.1 |
Communication Services | - | 6.48 |
Basic Materials | - | 4.33 |
Utilities | - | 1.94 |
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