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) | ₹46463 Cr | ₹3280 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 | - | 2.01% |
| 6 Month | - | 3.25% |
| 1 Year | - | 4.62% |
| 3 Year | - | 11.67% |
| 5 Year | - | 15.31% |
SIP Return Analysis
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | 1.22% |
| 1 Year | - | 7.46% |
| 3 Year | - | 9.75% |
| 5 Year | - | 11.02% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 11.89% |
| 3 Year | - | 14.39% |
| 5 Year | - | 16.3% |
Risk Management
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 11.22% |
| Sharp | 1.02% | 0.47% |
| Beta | 0.92% | 0.90% |
| Alpha | 4.18% | -2.26% |
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 | 8.97 |
| Large Cap | 83.62 | 81.71 |
| Mid Cap | 8.92 | 7.07 |
| Small Cap | 6.72 | 2.26 |
Sector Allocation
| Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.74 | 8.03 |
| Energy | 13.71 | 9.48 |
| Capital Goods | 6.48 | - |
| Technology | 5.82 | 8.45 |
| Construction | 3.68 | - |
| Financial | 32.78 | - |
| Consumer Staples | 9.78 | - |
| Healthcare | 2.35 | 5.14 |
| 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 | - | 10.99 |
| Industrials | - | 6.63 |
| Financial Services | - | 31.99 |
| Consumer Defensive | - | 6.24 |
| Communication Services | - | 6.53 |
| Basic Materials | - | 4.48 |
| Utilities | - | 2.04 |
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