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) | ₹31296 Cr | ₹6671 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 | 4.53% | 3.34% |
6 Month | 4.29% | -1.11% |
1 Year | 6.94% | 3.06% |
3 Year | 23.29% | 21% |
5 Year | 25.8% | 22.75% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 9.75% | 9.77% |
1 Year | 13.1% | 9.14% |
3 Year | 19.3% | 18.01% |
5 Year | 20.11% | 17.78% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.46% | 11.11% |
3 Year | 14.87% | 14.14% |
5 Year | 14.98% | 12.65% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.75% | 14.95% |
Sharp | 1.05% | 0.74% |
Beta | 0.81% | 1.00% |
Alpha | 1.22% | 0.27% |
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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 | 6.47 | 5.39 |
Large Cap | 39.88 | 49.16 |
Small Cap | 16.54 | 9.51 |
Mid Cap | 37.11 | 35.94 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.62 | 3.72 |
Energy | 3.45 | 6.91 |
Technology | 6.05 | 4.98 |
Basic Materials | 14.66 | 6.8 |
Industrials | 10.07 | 9.43 |
Financial Services | 28.73 | 26.7 |
Consumer Defensive | 5.85 | 5.63 |
Healthcare | 9.98 | 9.5 |
Consumer Cyclical | 13.81 | 14.7 |
Communication Services | 1.73 | 6.84 |
Utilities | 2.05 | 2.61 |
Real Estate | - | 2.18 |
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