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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) | ₹6998 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 | 0.3% | -0.24% |
| 6 Month | 6.69% | 0.46% |
| 1 Year | 3.14% | -3.02% |
| 3 Year | 15.47% | 14.34% |
| 5 Year | 18.37% | 20.52% |
SIP Return Analysis
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 4.1% | 1.62% |
| 1 Year | 16.67% | 6.94% |
| 3 Year | 15.55% | 11.45% |
| 5 Year | 15.52% | 15.6% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 10.46% | 13.93% |
| 3 Year | 14.42% | 16.53% |
| 5 Year | 13.13% | 14.67% |
Risk Management
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.94% | 16.673% |
| Sharp | 0.77% | 0.777% |
| Beta | 0.95% | 1.094% |
| Alpha | -1.66% | 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 | 4.68 | 14.36 |
| Large Cap | 44.66 | 46.78 |
| Small Cap | 11.92 | 2.76 |
| Mid Cap | 38.74 | 36.1 |
Sector Allocation
| Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.92 | 8.23 |
| Energy | 6.96 | 10.52 |
| Technology | 4 | 5.93 |
| Communication Services | 5.36 | 4.12 |
| Industrials | 11.08 | 16.39 |
| Healthcare | 9.89 | 7.49 |
| Financial Services | 28.45 | 10.87 |
| Basic Materials | 8.73 | 6.43 |
| Consumer Cyclical | 14.56 | 8.33 |
| Consumer Defensive | 4.53 | 11.49 |
| Real Estate | 2.8 | 3.72 |
| Utilities | 1.73 | 6.48 |
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