SBI Large & MIDCap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹28677 Cr | ₹6470 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 25 May 2005 | 27 Feb 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% | 25% |
Expense Ratio | 1.61 | 1.85 |
Manager | Pradeep Kesavan | Ashish Aggarwal |
ISIN Code | INF200K01305 | INF903J01DT1 |
Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 1.9% | 2.88% |
6 Month | -2.67% | -4.23% |
1 Year | 8.62% | 6.64% |
3 Year | 16.42% | 14.96% |
5 Year | 25.53% | 23.11% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.21% | 0.39% |
1 Year | -1.46% | -4.99% |
3 Year | 16.3% | 15.31% |
5 Year | 18.95% | 16.74% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.74% | 11.53% |
3 Year | 14.69% | 14.16% |
5 Year | 14.88% | 12.49% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.75% | 14.877% |
Sharp | 0.65% | 0.357% |
Beta | 0.84% | 0.998% |
Alpha | 0.73% | -1.131% |
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Fund Managers
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Ashish Aggarwal |
Total AUM | ₹434274 Cr | ₹9635 Cr |
Funds Managed | 43 | 7 |
SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 7.11 | 3.47 |
Large Cap | 40.15 | 52.13 |
Small Cap | 16.88 | 8.46 |
Mid Cap | 35.86 | 35.95 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 6.15 | 3.47 |
Energy | 3.33 | 6.53 |
Technology | 7.31 | 7.5 |
Basic Materials | 13.6 | 4.8 |
Industrials | 10 | 12.24 |
Consumer Defensive | 5.56 | 5.14 |
Financial Services | 26.38 | 23.3 |
Healthcare | 10.94 | 9.93 |
Consumer Cyclical | 11.6 | 16.44 |
Communication Services | 3 | 5.74 |
Utilities | 2.14 | 2.39 |
Real Estate | - | 2.54 |
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