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

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

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹6740 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	0.88%	0.15%
6 Month	12.5%	6.74%
1 Year	-1.66%	-11.4%
3 Year	16.78%	17.42%
5 Year	20.21%	23.16%

SIP Return Analysis

Scheme Name	Sundaram Large and Midcap Fund Regular Plan - Growth	Quant Large and Mid Cap Fund-Growth
6 Month	2.87%	-0.61%
1 Year	12.1%	2.52%
3 Year	15%	11.26%
5 Year	15.25%	15.66%

Rolling Lumpsum Returns

Scheme Name	Sundaram Large and Midcap Fund Regular Plan - Growth	Quant Large and Mid Cap Fund-Growth
1 Year	10.64%	14.06%
3 Year	14.28%	16.58%
5 Year	12.91%	14.66%

Risk Management

Scheme Name	Sundaram Large and Midcap Fund Regular Plan - Growth	Quant Large and Mid Cap Fund-Growth
Standard Deviation	13.41%	16.673%
Sharp	0.68%	0.777%
Beta	0.99%	1.094%
Alpha	0.38%	4.454%

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	4.85	8.54
Large Cap	44.66	51
Small Cap	12.29	2.59
Mid Cap	38.19	37.88

Sector Allocation

Scheme Name	Sundaram Large and Midcap Fund Regular Plan - Growth	Quant Large and Mid Cap Fund-Growth
Others	2.77	7.82
Energy	6.42	11.58
Technology	3.82	4.35
Communication Services	5.98	3.66
Industrials	9.52	15.16
Healthcare	10.24	6.95
Financial Services	26.08	10.64
Basic Materials	8.54	6.46
Consumer Cyclical	15.64	7.67
Consumer Defensive	5.69	16.97
Real Estate	2.64	3.7
Utilities	2.67	5.03

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