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 | 2.94% | 2.31% |
6 Month | 3.34% | 0.17% |
1 Year | 11.13% | 6.34% |
3 Year | 20.34% | 18.64% |
5 Year | 27.97% | 25.09% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.28% | 4.86% |
1 Year | 5.47% | 2.49% |
3 Year | 17.9% | 16.93% |
5 Year | 19.48% | 17.32% |
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 | 0.77% | 0.357% |
Beta | 0.83% | 0.998% |
Alpha | 0.25% | -1.131% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.17 | 3.47 |
Large Cap | 40.14 | 52.13 |
Small Cap | 16.78 | 8.46 |
Mid Cap | 36.91 | 35.95 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 6.17 | 3.47 |
Petroleum Products | 3.29 | - |
IT - Software | 5.89 | - |
Pharmaceuticals & Biotechnology | 11.09 | - |
Industrial Manufacturing | 1.35 | - |
Cement & Cement Products | 4.4 | - |
Construction | 2.19 | - |
Banks | 21.48 | - |
Diversified FMCG | 1.54 | - |
Non - Ferrous Metals | 2.74 | - |
Auto Components | 7.12 | - |
Ferrous Metals | 2.34 | - |
Personal Products | 2.42 | - |
Telecom - Services | 2.39 | - |
Capital Markets | 2.61 | - |
Consumer Durables | 4.67 | - |
Chemicals & Petrochemicals | 0.81 | - |
Transport Services | 0.65 | - |
Finance | 3.07 | - |
Industrial Products | 1.35 | - |
Agricultural, Commercial & Construction Vehicles | 1.87 | - |
Gas | 0.3 | - |
Retailing | 1 | - |
Food Products | 0.5 | - |
Automobiles | 1 | - |
Healthcare Services | 0.55 | - |
Beverages | 1.05 | - |
Textiles & Apparels | 2.25 | - |
Leisure Services | 1.9 | - |
Power | 2.01 | - |
Energy | - | 6.53 |
Technology | - | 7.5 |
Communication Services | - | 5.74 |
Basic Materials | - | 4.8 |
Industrials | - | 12.24 |
Financial Services | - | 23.3 |
Healthcare | - | 9.93 |
Consumer Cyclical | - | 16.44 |
Real Estate | - | 2.54 |
Consumer Defensive | - | 5.14 |
Utilities | - | 2.39 |
Top Comparisons
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns23.18%
Quant Small Cap Fund Regular Growth
3Y Returns26.3%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns18.76%
LIC MF Equity Hybrid Fund-Growth
3Y Returns15.02%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns24.26%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns21.45%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.72%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.68%