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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) | ₹6740 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 | 1.82% | 2.01% |
| 6 Month | 7.94% | 1.68% |
| 1 Year | 3.07% | -4.89% |
| 3 Year | 16.77% | 17.3% |
| 5 Year | 20.51% | 23.62% |
SIP Return Analysis
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.48% | 1.1% |
| 1 Year | 13.69% | 5.48% |
| 3 Year | 15.76% | 12.38% |
| 5 Year | 15.78% | 16.42% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 10.64% | 14.06% |
| 3 Year | 14.28% | 16.58% |
| 5 Year | 12.91% | 14.66% |
Risk Management
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.41% | 16.673% |
| Sharp | 0.68% | 0.777% |
| Beta | 0.99% | 1.094% |
| Alpha | 0.38% | 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 | 5.37 | 15.05 |
| Large Cap | 44.26 | 45.57 |
| Small Cap | 12.36 | 2.8 |
| Mid Cap | 38.01 | 36.58 |
Sector Allocation
| Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.16 | 9.27 |
| Energy | 6.69 | 9.84 |
| Technology | 3.67 | 4.21 |
| Communication Services | 5.83 | 3.76 |
| Industrials | 10.75 | 15.12 |
| Healthcare | 10.25 | 7.29 |
| Financial Services | 26.64 | 11.02 |
| Basic Materials | 8.57 | 6.16 |
| Consumer Cyclical | 15.48 | 8.48 |
| Consumer Defensive | 4.69 | 15.25 |
| Real Estate | 2.58 | 3.57 |
| Utilities | 1.69 | 6.02 |
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