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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) | ₹7047 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 | -0.49% | -0.98% |
| 6 Month | 3.07% | -3.54% |
| 1 Year | 3.56% | -1.97% |
| 3 Year | 16.69% | 15.14% |
| 5 Year | 17.38% | 18.75% |
SIP Return Analysis
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.38% | 1.34% |
| 1 Year | 13.38% | 4.8% |
| 3 Year | 13.9% | 10.01% |
| 5 Year | 14.58% | 14.64% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 10.34% | 13.79% |
| 3 Year | 14.44% | 16.43% |
| 5 Year | 13.16% | 14.7% |
Risk Management
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.94% | 16.673% |
| Sharp | 0.76% | 0.777% |
| Beta | 0.96% | 1.094% |
| Alpha | -1.65% | 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 | 6.4 | 22.6 |
| Large Cap | 44.53 | 45.35 |
| Small Cap | 11.42 | 2.81 |
| Mid Cap | 37.64 | 29.24 |
Sector Allocation
| Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.23 | 16.78 |
| Energy | 6.98 | 10.11 |
| Technology | 4.8 | 5.82 |
| Communication Services | 5.14 | 2.23 |
| Industrials | 11.18 | 12.84 |
| Healthcare | 9.7 | 6.96 |
| Financial Services | 29.26 | 11.09 |
| Basic Materials | 7.5 | 6.08 |
| Consumer Cyclical | 13.46 | 8.93 |
| Consumer Defensive | 4.33 | 9.37 |
| Real Estate | 2.75 | 3.59 |
| Utilities | 1.68 | 6.2 |
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