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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) | ₹6651 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 | 3.29% | 2.3% |
| 6 Month | 16.46% | 11.1% |
| 1 Year | -1.62% | -11.92% |
| 3 Year | 15.58% | 16.14% |
| 5 Year | 20.18% | 22.99% |
SIP Return Analysis
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.78% | -0.29% |
| 1 Year | 9.7% | -0.6% |
| 3 Year | 15.18% | 11.87% |
| 5 Year | 15.49% | 16.24% |
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 | 13.60% | 16.673% |
| Sharp | 0.57% | 0.777% |
| Beta | 0.98% | 1.094% |
| Alpha | 0.69% | 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 | 4.85 | 8.54 |
| Large Cap | 44.66 | 51 |
| Small Cap | 12.29 | 2.59 |
| Mid Cap | 38.19 | 37.88 |
Sector Allocation
| Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 2.77 | 7.82 |
| Energy | 6.42 | 11.58 |
| Technology | 3.82 | 4.35 |
| Communication Services | 5.98 | 3.66 |
| Industrials | 9.52 | 15.16 |
| Healthcare | 10.24 | 6.95 |
| Financial Services | 26.08 | 10.64 |
| Basic Materials | 8.54 | 6.46 |
| Consumer Cyclical | 15.64 | 7.67 |
| Consumer Defensive | 5.69 | 16.97 |
| Real Estate | 2.64 | 3.7 |
| Utilities | 2.67 | 5.03 |
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