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) | ₹8510 Cr | ₹6740 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 | 1.35% | 1.04% |
| 6 Month | 4.02% | 7.93% |
| 1 Year | -1.82% | 2.82% |
| 3 Year | 13.06% | 15.46% |
| 5 Year | 18.4% | 20.04% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.37% | 5.15% |
| 1 Year | 9.83% | 16.44% |
| 3 Year | 11.75% | 15.97% |
| 5 Year | 13.92% | 15.73% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.92% | 10.64% |
| 3 Year | 15.25% | 14.28% |
| 5 Year | 14.51% | 12.91% |
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% | 13.49% |
| Sharp | 0.64% | 0.71% |
| Beta | 0.89% | 0.96% |
| Alpha | -2.84% | -1.82% |
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 | 7.72 | 5.37 |
| Large Cap | 43.92 | 44.26 |
| Small Cap | 14.32 | 12.36 |
| Mid Cap | 34.04 | 38.01 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.85 | 3.16 |
| Communication Services | 5.82 | 5.83 |
| Energy | 4.49 | 6.69 |
| Technology | 3.38 | 3.67 |
| Industrials | 9.83 | 10.75 |
| Basic Materials | 14.29 | 8.57 |
| Financial Services | 31.25 | 26.64 |
| Healthcare | 5.63 | 10.25 |
| Consumer Defensive | 7.56 | 4.69 |
| Consumer Cyclical | 5.5 | 15.48 |
| Utilities | 2.45 | 1.69 |
| Real Estate | 3.93 | 2.58 |
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