Quant Large and Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Sundaram Large and Midcap Fund Regular Plan - Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6470 Cr | ₹3612 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2007 | 09 Jan 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 | 25% | % |
Expense Ratio | 1.85 | 1.9 |
Manager | Ashish Aggarwal | Sanjeev Sharma |
ISIN Code | INF903J01DT1 | INF966L01341 |
Exits Load | 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | 2.25% | 2.69% |
6 Month | -5.1% | -2.85% |
1 Year | 2.86% | -8.13% |
3 Year | 20.17% | 23.02% |
5 Year | 23.17% | 25.43% |
SIP Return Analysis
Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 6.68% | 6.74% |
1 Year | 3.1% | -1.25% |
3 Year | 15.85% | 16.94% |
5 Year | 16.57% | 19.83% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 11.11% | 14.7% |
3 Year | 14.14% | 16.36% |
5 Year | 12.65% | 14.53% |
Risk Management
Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 14.877% | 16.673% |
Sharp | 0.357% | 0.777% |
Beta | 0.998% | 1.094% |
Alpha | -1.131% | 4.454% |
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Fund Managers
Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | Ashish Aggarwal | Sanjeev Sharma |
Total AUM | ₹9635 Cr | ₹39731 Cr |
Funds Managed | 7 | 22 |
Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.47 | 12.41 |
Large Cap | 52.13 | 46.43 |
Small Cap | 8.46 | 0.34 |
Mid Cap | 35.95 | 40.82 |
Sector Allocation
Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.47 | 12.41 |
Energy | 6.53 | 9.95 |
Technology | 7.5 | - |
Communication Services | 5.74 | 1.8 |
Basic Materials | 4.8 | 9.3 |
Industrials | 12.24 | 16.07 |
Financial Services | 23.3 | 14.03 |
Healthcare | 9.93 | 6.82 |
Consumer Cyclical | 16.44 | 6.97 |
Real Estate | 2.54 | - |
Consumer Defensive | 5.14 | 18.28 |
Utilities | 2.39 | 4.37 |
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