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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) | ₹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 | -0.69% | -1.2% |
| 6 Month | 7.25% | 6.03% |
| 1 Year | 7.43% | 1.51% |
| 3 Year | 17.03% | 15.69% |
| 5 Year | 19.65% | 17.35% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.67% | 0.71% |
| 1 Year | 13.72% | 10.88% |
| 3 Year | 15.49% | 13.75% |
| 5 Year | 16.69% | 14.51% |
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 |
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