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) | ₹7943 Cr | ₹6470 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 | 2.6% | 3.1% |
6 Month | -4.59% | -4.51% |
1 Year | 5.06% | 6.99% |
3 Year | 16.5% | 15.05% |
5 Year | 23.01% | 23.65% |
SIP Return Analysis
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.86% | 0.39% |
1 Year | -3.84% | -4.99% |
3 Year | 13.97% | 15.31% |
5 Year | 16.5% | 16.74% |
Rolling Lumpsum Returns
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 16.65% | 11.53% |
3 Year | 15.07% | 14.16% |
5 Year | 14.35% | 12.49% |
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% | 14.877% |
Sharp | 0.61% | 0.357% |
Beta | 0.86% | 0.998% |
Alpha | 0.19% | -1.131% |
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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 | 5.97 | 3.47 |
Large Cap | 43.35 | 52.13 |
Mid Cap | 36.2 | 35.95 |
Small Cap | 14.48 | 8.46 |
Sector Allocation
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 5.77 | 3.47 |
Communication Services | 5.31 | 5.74 |
Energy | 4.53 | 6.53 |
Technology | 4.49 | 7.5 |
Basic Materials | 11.06 | 4.8 |
Industrials | 11.22 | 12.24 |
Financial Services | 33.79 | 23.3 |
Consumer Defensive | 6.26 | 5.14 |
Healthcare | 6.97 | 9.93 |
Consumer Cyclical | 6.92 | 16.44 |
Utilities | 1.73 | 2.39 |
Real Estate | 1.96 | 2.54 |
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