- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Large and Midcap Fund Regular Plan vs Quant Large and Mid Cap Fund 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) | ₹6789 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 | 0.24% | -2.68% |
| 6 Month | 12.6% | 7.15% |
| 1 Year | 0.38% | -12.05% |
| 3 Year | 15.6% | 17.28% |
| 5 Year | 20.37% | 22.4% |
SIP Return Analysis
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.6% | -0.37% |
| 1 Year | 3.89% | -6.09% |
| 3 Year | 14.32% | 11.73% |
| 5 Year | 15.27% | 16.49% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 10.83% | 14.36% |
| 3 Year | 14.22% | 16.59% |
| 5 Year | 12.76% | 14.6% |
Risk Management
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.68% | 16.673% |
| Sharp | 0.73% | 0.777% |
| Beta | 0.98% | 1.094% |
| Alpha | 0.80% | 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 | 5.3 | 12.6 |
| Large Cap | 45.65 | 47.52 |
| Small Cap | 11.84 | 2.86 |
| Mid Cap | 37.21 | 37.02 |
Sector Allocation
| Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.13 | 11.88 |
| Energy | 6.6 | 11.78 |
| Technology | 3.55 | 1.41 |
| Communication Services | 7.15 | 3.82 |
| Basic Materials | 7.94 | 7.21 |
| Industrials | 9.09 | 13.47 |
| Healthcare | 9.95 | 7.27 |
| Financial Services | 26.53 | 10.37 |
| Consumer Cyclical | 15.72 | 7.95 |
| Consumer Defensive | 5.95 | 16.32 |
| Real Estate | 2.64 | 3.75 |
| Utilities | 2.74 | 4.77 |
Top Comparisons
PGIM India Large Cap Fund - Growth
3Y Returns12.19%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.4%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns15.38%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns15.38%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.51%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.26%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns21.96%
LIC MF Nifty 50 Index Fund-Growth
3Y Returns12.13%
