Sundaram Large and Midcap Fund Regular Plan vs LIC MF Large & Mid Cap Fund compare

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LIC MF Large & Mid Cap Fund Regular-Growth

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LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹2916 Cr	₹2916 Cr	₹6470 Cr
Min Investment	₹5000	₹5000	₹100
Min SIP Invesment	₹1000	₹1000	₹100
Min Addl Investment	₹500	₹500	₹100
Launch Date	25 Feb 2015	25 Feb 2015	27 Feb 2007
Category	Large and Mid Cap	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	%	46%	25%
Expense Ratio	1.9	1.9	1.85
Manager	Yogesh Patil	Yogesh Patil	Ashish Aggarwal
ISIN Code	INF767K01NB5	INF767K01NB5	INF903J01DT1
Exits Load	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	4.36%	4.36%	2.25%
6 Month	-3.54%	-3.54%	-5.1%
1 Year	6.11%	6.11%	2.86%
3 Year	20.91%	20.91%	20.17%
5 Year	23.63%	23.63%	23.17%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	8.37%	8.37%	6.68%
1 Year	6.03%	6.03%	3.1%
3 Year	19.51%	19.51%	15.85%
5 Year	18.31%	18.31%	16.57%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	13.54%	13.54%	11.11%
3 Year	15.07%	15.07%	14.14%
5 Year	14.97%	14.97%	12.65%

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	15.222%	15.222%	14.877%
Sharp	0.407%	0.407%	0.357%
Beta	0.962%	0.962%	0.998%
Alpha	-0.018%	-0.018%	-1.131%

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Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Yogesh Patil	Yogesh Patil	Ashish Aggarwal
Total AUM	₹5898 Cr	₹5898 Cr	₹9635 Cr
Funds Managed	7	7	7
	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	6.28	6.28	3.47
Large Cap	40.11	40.11	52.13
Small Cap	17.15	17.15	8.46
Mid Cap	36.45	36.45	35.95

Scheme Name	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.86	3.86	3.47
Energy	3.14	3.14	6.53
Technology	6.14	6.14	7.5
Consumer Defensive	2.77	2.77	5.14
Financial Services	24.53	24.53	23.3
Utilities	2.41	2.41	2.39
Basic Materials	9.16	9.16	4.8
Consumer Cyclical	16.41	16.41	16.44
Industrials	22.2	22.2	12.24
Communication Services	1.74	1.74	5.74
Healthcare	6.48	6.48	9.93
Real Estate	1.16	1.16	2.54