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Tata Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8546 Cr | ₹6671 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Mar 2003 | 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 | 10.69% | 25% |
| Expense Ratio | 1.77 | 1.85 |
| Manager | Chandraprakash Padiyar | Ashish Aggarwal |
| ISIN Code | INF277K01428 | INF903J01DT1 |
| Exits Load | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.48% | 3.56% |
| 6 Month | 3.86% | 0.46% |
| 1 Year | 2.88% | 3.55% |
| 3 Year | 20.85% | 21.15% |
| 5 Year | 22.82% | 23.11% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.59% | 9.77% |
| 1 Year | 9.41% | 9.14% |
| 3 Year | 16.32% | 18.01% |
| 5 Year | 17.43% | 17.78% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.28% | 11.11% |
| 3 Year | 15.14% | 14.14% |
| 5 Year | 14.41% | 12.65% |
Risk Management
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.3% | 14.95% |
| Sharp | 0.92% | 0.74% |
| Beta | 0.85% | 1.00% |
| Alpha | -0.34% | 0.27% |
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Fund Managers
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Ashish Aggarwal |
| Total AUM | ₹15627 Cr | ₹9635 Cr |
| Funds Managed | 3 | 7 |
| Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.99 | 3.47 |
| Large Cap | 45.2 | 52.13 |
| Mid Cap | 35.44 | 35.95 |
| Small Cap | 14.37 | 8.46 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.99 | 3.47 |
| Telecom - Services | 5.73 | - |
| Petroleum Products | 4.74 | - |
| IT - Software | 2.74 | - |
| Cement & Cement Products | 5.17 | - |
| Construction | 1.46 | - |
| Finance | 6.42 | - |
| Banks | 24.8 | - |
| Pharmaceuticals & Biotechnology | 4.13 | - |
| Healthcare Services | 2.95 | - |
| Commercial Services & Supplies | 2.67 | - |
| IT - Services | 0.4 | - |
| Capital Markets | 2.77 | - |
| Consumer Durables | 0.76 | - |
| Electrical Equipment | 0.71 | - |
| Diversified FMCG | 1.18 | - |
| Automobiles | 1.63 | - |
| Beverages | 4.27 | - |
| Industrial Products | 3.53 | - |
| Diversified | 1.83 | - |
| Gas | 0.76 | - |
| Chemicals & Petrochemicals | 2.63 | - |
| Leisure Services | 1.17 | - |
| Auto Components | 3.02 | - |
| Realty | 1.95 | - |
| Fertilizers & Agrochemicals | 4.55 | - |
| Agricultural Food & other Products | 0.68 | - |
| Retailing | 1.1 | - |
| Power | 1.26 | - |
| Energy | - | 6.53 |
| Technology | - | 7.5 |
| Communication Services | - | 5.74 |
| Basic Materials | - | 4.8 |
| Industrials | - | 12.24 |
| Financial Services | - | 23.3 |
| Healthcare | - | 9.93 |
| Consumer Cyclical | - | 16.44 |
| Real Estate | - | 2.54 |
| Consumer Defensive | - | 5.14 |
| Utilities | - | 2.39 |
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