Sundaram Large Cap Fund Regular Plan vs Nippon India Large Cap Fund compare

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Nippon India Large Cap Fund- Growth Plan Bonus Option

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Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth
Fund	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹46463 Cr	₹3280 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	08 Aug 2007	01 Oct 2020
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 100	NIFTY 100 TRI
Turn Over	52%	23%
Expense Ratio	1.62	1.93
Manager	Ashutosh Bhargava	Sudhir Kedia
ISIN Code	INF204K01554	INF903JA1IZ3
Exits Load	Exit load of 1% if redeemed within 7 days./365	Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	-	2.7%
6 Month	-	4.06%
1 Year	-	3.06%
3 Year	-	11.82%
5 Year	-	16.48%

Scheme Name	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	-	2.47%
1 Year	-	8.75%
3 Year	-	10.42%
5 Year	-	11.47%

Scheme Name	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	-	12.5%
3 Year	-	14.7%
5 Year	-	-

Scheme Name	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	11.59%	11.22%
Sharp	1.02%	0.47%
Beta	0.92%	0.90%
Alpha	4.18%	-2.26%

Scheme Name	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth
Name	Ashutosh Bhargava	Sudhir Kedia
Total AUM	₹121448 Cr	₹10423 Cr
Funds Managed	12	8
	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth

Scheme Name	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth
Others	0.74	8.97
Large Cap	83.62	81.71
Mid Cap	8.92	7.07
Small Cap	6.72	2.26

Scheme Name	Nippon India Large Cap Fund- Growth Plan Bonus Option	Sundaram Large Cap Fund Regular Plan - Growth
Others	0.74	8.03
Energy	13.71	9.48
Capital Goods	6.48	-
Technology	5.82	8.45
Construction	3.68	-
Financial	32.78	-
Consumer Staples	9.78	-
Healthcare	2.35	5.14
Materials	2.11	-
Services	7.57	-
Metals & Mining	2.31	-
Automobile	7.04	-
Insurance	3.17	-
Communication	1.02	-
Diversified	0.38	-
Chemicals	0.7	-
Textiles	0.36	-
Consumer Cyclical	-	10.99
Industrials	-	6.63
Financial Services	-	31.99
Consumer Defensive	-	6.24
Communication Services	-	6.53
Basic Materials	-	4.48
Utilities	-	2.04