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Tata Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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tortoise-icon Sundaram Large and Midcap 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 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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