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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) | ₹6987 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 | -0.4% | -5.04% |
| 6 Month | 1.01% | -7.41% |
| 1 Year | 7.18% | -5.47% |
| 3 Year | 16.46% | 13.21% |
| 5 Year | 16.12% | 16.46% |
SIP Return Analysis
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.18% | -4.86% |
| 1 Year | 8.9% | -6.45% |
| 3 Year | 12.05% | 5.23% |
| 5 Year | 13.39% | 11.61% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 10.26% | 13.69% |
| 3 Year | 14.47% | 16.4% |
| 5 Year | 13.23% | 14.73% |
Risk Management
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.94% | 15.18% |
| Sharp | 0.8% | 0.6% |
| Beta | 0.96% | 1.12% |
| Alpha | -1.75% | -4.77% |
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 | 7.64 | 22.6 |
| Large Cap | 44.87 | 45.35 |
| Small Cap | 9.99 | 2.81 |
| Mid Cap | 37.5 | 29.24 |
Sector Allocation
| Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.2 | 16.78 |
| Energy | 7.15 | 10.11 |
| Technology | 4.77 | 5.82 |
| Communication Services | 5.31 | 2.23 |
| Industrials | 10.31 | 12.84 |
| Healthcare | 9.56 | 6.96 |
| Financial Services | 30.15 | 11.09 |
| Consumer Cyclical | 14.15 | 8.93 |
| Basic Materials | 7.52 | 6.08 |
| Consumer Defensive | 4.39 | 9.37 |
| Real Estate | 2.84 | 3.59 |
| Utilities | 1.66 | 6.2 |
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