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Sundaram Large and Midcap Fund Regular Plan vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹33348 Cr | ₹6789 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 25 May 2005 | 27 Feb 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% | 25% |
| Expense Ratio | 1.6 | 1.85 |
| Manager | Pradeep Kesavan | Ashish Aggarwal |
| ISIN Code | INF200K01305 | INF903J01DT1 |
| Exits Load | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.73% | -1.56% |
| 6 Month | 11.09% | 11.11% |
| 1 Year | 5.14% | 0.69% |
| 3 Year | 17.38% | 15.03% |
| 5 Year | 23.54% | 20.44% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.16% | 3.6% |
| 1 Year | 7.97% | 3.89% |
| 3 Year | 15.99% | 14.32% |
| 5 Year | 17.71% | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.21% | 10.83% |
| 3 Year | 15% | 14.22% |
| 5 Year | 15.04% | 12.76% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.75% | 13.68% |
| Sharp | 1.12% | 0.73% |
| Beta | 0.8% | 0.98% |
| Alpha | 1.99% | 0.80% |
Fund Managers
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Ashish Aggarwal |
| Total AUM | ₹434274 Cr | ₹9635 Cr |
| Funds Managed | 43 | 7 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.44 | 5.3 |
| Large Cap | 38.72 | 45.65 |
| Small Cap | 16.35 | 11.84 |
| Mid Cap | 38.49 | 37.21 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.99 | 2.13 |
| Energy | 3.17 | 6.6 |
| Technology | 4.37 | 3.55 |
| Basic Materials | 16.87 | 7.94 |
| Industrials | 9.35 | 9.09 |
| Financial Services | 27.34 | 26.53 |
| Consumer Defensive | 5.83 | 5.95 |
| Healthcare | 11.81 | 9.95 |
| Consumer Cyclical | 13.56 | 15.72 |
| Communication Services | 1.16 | 7.15 |
| Utilities | 1.56 | 2.74 |
| Real Estate | - | 2.64 |
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