Sundaram Large Cap Fund Regular Plan vs Nippon India Large Cap Fund compare
Nippon India Large Cap Fund- Growth Plan Bonus Option
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹50312 Cr | ₹3394 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | - | 0.38% |
| 6 Month | - | 3.1% |
| 1 Year | - | 1.91% |
| 3 Year | - | 11.26% |
| 5 Year | - | 14.02% |
SIP Return Analysis
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | 2.4% |
| 1 Year | - | 11.14% |
| 3 Year | - | 10.37% |
| 5 Year | - | 11.26% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 11.52% |
| 3 Year | - | 14.26% |
| 5 Year | - | 15.95% |
Risk Management
| Scheme Name | Nippon India Large Cap Fund- Growth Plan Bonus Option | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.56% | 11.12% |
| Sharp | 0.97% | 0.42% |
| Beta | 0.92% | 0.90% |
| Alpha | 4.12% | -2.21% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.74 | 3.96 |
| Large Cap | 83.62 | 84.77 |
| Mid Cap | 8.92 | 9.1 |
| Small Cap | 6.72 | 2.17 |
Sector Allocation
| Scheme Name |
Nippon India Large Cap Fund- Growth Plan Bonus Option |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.74 | 2.99 |
| Energy | 13.71 | 9.45 |
| Capital Goods | 6.48 | - |
| Technology | 5.82 | 8.55 |
| Construction | 3.68 | - |
| Financial | 32.78 | - |
| Consumer Staples | 9.78 | - |
| Healthcare | 2.35 | 5.17 |
| 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 | - | 14.79 |
| Industrials | - | 6.78 |
| Financial Services | - | 31.64 |
| Consumer Defensive | - | 7.34 |
| Communication Services | - | 6.94 |
| Basic Materials | - | 4.37 |
| Utilities | - | 1.97 |
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