- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹37045 Cr | ₹7047 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 | -0.66% | -1.16% |
| 6 Month | 4.12% | 2.85% |
| 1 Year | 9.39% | 2.92% |
| 3 Year | 18.06% | 16.89% |
| 5 Year | 19.88% | 17.6% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.97% | 2.38% |
| 1 Year | 15.31% | 13.38% |
| 3 Year | 15.48% | 13.9% |
| 5 Year | 16.64% | 14.58% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.6% | 10.34% |
| 3 Year | 15.27% | 14.44% |
| 5 Year | 15.18% | 13.16% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.75% | 12.94% |
| Sharp | 0.94% | 0.76% |
| Beta | 0.81% | 0.96% |
| Alpha | 0.64% | -1.65% |
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 | 8.57 | 6.4 |
| Large Cap | 36.05 | 44.53 |
| Mid Cap | 41.51 | 37.64 |
| Small Cap | 13.86 | 11.42 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.39 | 3.23 |
| Energy | 4.37 | 6.98 |
| Technology | 5.06 | 4.8 |
| Basic Materials | 16.28 | 7.5 |
| Consumer Defensive | 6.42 | 4.33 |
| Industrials | 9.21 | 11.18 |
| Financial Services | 23.24 | 29.26 |
| Healthcare | 12.23 | 9.7 |
| Consumer Cyclical | 15.47 | 13.46 |
| Communication Services | 1.53 | 5.14 |
| Utilities | 1.8 | 1.68 |
| Real Estate | - | 2.75 |
Top Comparisons
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7.02%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.4%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%
HSBC Small Cap Fund Regular Growth
3Y Returns19.18%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.85%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.85%
Kotak Large & Midcap Fund - Growth
3Y Returns19.41%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns17.7%
