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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) | ₹34065 Cr | ₹6740 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 | 3.38% | 1.66% |
| 6 Month | 9.53% | 8.16% |
| 1 Year | 10.88% | 7.43% |
| 3 Year | 17.21% | 16.11% |
| 5 Year | 22.39% | 19.54% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.49% | 2.89% |
| 1 Year | 14.14% | 12.98% |
| 3 Year | 15.54% | 14.61% |
| 5 Year | 16.64% | 14.86% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.77% | 10.52% |
| 3 Year | 15.22% | 14.39% |
| 5 Year | 15.14% | 13.1% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.75% | 13.49% |
| Sharp | 0.91% | 0.71% |
| Beta | 0.81% | 0.96% |
| Alpha | 0.06% | -1.82% |
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 | 5.75 | 5.37 |
| Large Cap | 37.79 | 44.26 |
| Small Cap | 15.66 | 12.36 |
| Mid Cap | 40.79 | 38.01 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.41 | 3.16 |
| Energy | 4.26 | 6.69 |
| Technology | 4.19 | 3.67 |
| Basic Materials | 17.26 | 8.57 |
| Industrials | 9.66 | 10.75 |
| Financial Services | 24.87 | 26.64 |
| Consumer Defensive | 6.14 | 4.69 |
| Healthcare | 11.95 | 10.25 |
| Consumer Cyclical | 14.43 | 15.48 |
| Communication Services | 1.42 | 5.83 |
| Utilities | 1.42 | 1.69 |
| Real Estate | - | 2.58 |
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