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Nippon India Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare

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tortoise-icon Nippon India Large Cap Fund- Growth Plan Bonus Option

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tortoise-icon Sundaram Large Cap 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 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) ₹43829 Cr ₹3471 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% -2.95%
6 Month 4.76% 3.26%
1 Year 28.13% -3.19%
3 Year 18.29% 12.58%
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 - 2.59%
1 Year 18.7% 2.33%
3 Year 24.98% 11.49%
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 12.74% 12.21%
Sharp 1.33% 0.83%
Beta 0.94% 0.91%
Alpha 4.82% -1.56%

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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 5.94
Large Cap 83.62 82.36
Mid Cap 8.92 9.07
Small Cap 6.72 2.63

Sector Allocation

Scheme Name

Nippon India Large Cap Fund- Growth Plan Bonus Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 0.74 4.93
Energy 13.71 9.37
Capital Goods 6.48 -
Technology 5.82 9.25
Construction 3.68 -
Financial 32.78 -
Consumer Staples 9.78 -
Healthcare 2.35 6.96
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 - 9.47
Industrials - 7.24
Basic Materials - 4.13
Financial Services - 34.03
Consumer Defensive - 6.06
Communication Services - 6.66
Utilities - 1.9

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