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Quant Large and Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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