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) | ₹6671 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 | 3.66% | 2.86% |
6 Month | -0.19% | -0.71% |
1 Year | 2.16% | -7.66% |
3 Year | 20.85% | 23.86% |
5 Year | 22.69% | 25.19% |
SIP Return Analysis
Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 9.77% | 8.66% |
1 Year | 9.14% | 3.23% |
3 Year | 18.01% | 18.42% |
5 Year | 17.78% | 20.81% |
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 | 14.95% | 16.673% |
Sharp | 0.74% | 0.777% |
Beta | 1.00% | 1.094% |
Alpha | 0.27% | 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 | 5.39 | 8.73 |
Large Cap | 49.16 | 48.68 |
Small Cap | 9.51 | 3.16 |
Mid Cap | 35.94 | 39.42 |
Sector Allocation
Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.72 | 8.73 |
Energy | 6.91 | 9.82 |
Technology | 4.98 | 0 |
Communication Services | 6.84 | 3.78 |
Basic Materials | 6.8 | 8.21 |
Industrials | 9.43 | 13.5 |
Healthcare | 9.5 | 7.16 |
Financial Services | 26.7 | 14.19 |
Consumer Cyclical | 14.7 | 9.06 |
Consumer Defensive | 5.63 | 17.41 |
Real Estate | 2.18 | 3.72 |
Utilities | 2.61 | 4.43 |
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