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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) | ₹33248 Cr | ₹6651 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 | 2.75% | 3.29% |
| 6 Month | 15.55% | 16.46% |
| 1 Year | 1.81% | -1.62% |
| 3 Year | 17.47% | 15.58% |
| 5 Year | 23.45% | 20.18% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.44% | 3.78% |
| 1 Year | 13.4% | 9.7% |
| 3 Year | 16.71% | 15.18% |
| 5 Year | 17.79% | 15.49% |
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% | 13.60% |
| Sharp | 0.92% | 0.57% |
| Beta | 0.79% | 0.98% |
| Alpha | 1.68% | 0.69% |
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 | 7.29 | 4.85 |
| Large Cap | 37.66 | 44.66 |
| Small Cap | 16.4 | 12.29 |
| Mid Cap | 38.65 | 38.19 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.76 | 2.77 |
| Energy | 3.1 | 6.42 |
| Technology | 4.42 | 3.82 |
| Basic Materials | 17.1 | 8.54 |
| Industrials | 9.46 | 9.52 |
| Financial Services | 24.54 | 26.08 |
| Consumer Defensive | 6.49 | 5.69 |
| Healthcare | 12.04 | 10.24 |
| Consumer Cyclical | 14.54 | 15.64 |
| Communication Services | 1.08 | 5.98 |
| Utilities | 1.47 | 2.67 |
| Real Estate | - | 2.64 |
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