Sundaram Large and Midcap Fund Regular Plan vs Quant Large and Mid Cap Fund compare

Sundaram Large and Midcap Fund Regular Plan vs Quant Large and Mid Cap Fund compare

Link copied to clipboard!

Sundaram Large and Midcap Fund Regular Plan - Growth

Invest Now

Quant Large and Mid Cap Fund-Growth

Invest Now

Chart Comparison

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

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	1.04%	1.81%
6 Month	7.93%	2.83%
1 Year	2.82%	-5.05%
3 Year	15.46%	15.67%
5 Year	20.04%	22.9%

SIP Return Analysis

Scheme Name	Sundaram Large and Midcap Fund Regular Plan - Growth	Quant Large and Mid Cap Fund-Growth
6 Month	2.89%	0.77%
1 Year	12.98%	5.03%
3 Year	14.61%	10.95%
5 Year	14.86%	15.19%

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	13.49%	16.673%
Sharp	0.71%	0.777%
Beta	0.96%	1.094%
Alpha	-1.82%	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	14.36
Large Cap	44.26	46.78
Small Cap	12.36	2.76
Mid Cap	38.01	36.1

Sector Allocation

Scheme Name	Sundaram Large and Midcap Fund Regular Plan - Growth	Quant Large and Mid Cap Fund-Growth
Others	3.16	8.23
Energy	6.69	10.52
Technology	3.67	5.93
Communication Services	5.83	4.12
Industrials	10.75	16.39
Healthcare	10.25	7.49
Financial Services	26.64	10.87
Basic Materials	8.57	6.43
Consumer Cyclical	15.48	8.33
Consumer Defensive	4.69	11.49
Real Estate	2.58	3.72
Utilities	1.69	6.48

Top Comparisons

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns14.84%

VS

Axis Retirement Fund - Dynamic Plan - Regular Growth

3Y Returns13.89%

Compare Now

Tata Overnight Fund-Regular Plan-Growth

3Y Returns6.33%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.35%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns20.76%

VS

LIC MF Infrastructure Fund-Growth

3Y Returns28.16%

Compare Now

Nippon India Value Fund- Growth Plan

3Y Returns21.28%

VS

UTI Value Fund- Regular Plan - Growth Option

3Y Returns17.57%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully