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) | ₹8829 Cr | ₹6998 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 | -1.26% | -0.15% |
| 6 Month | 0.63% | 6.01% |
| 1 Year | -1.99% | 0.99% |
| 3 Year | 11.99% | 15.34% |
| 5 Year | 16.37% | 18.12% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.29% | 3.17% |
| 1 Year | 6.82% | 15.2% |
| 3 Year | 9.86% | 14.63% |
| 5 Year | 12.62% | 14.83% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.66% | 10.41% |
| 3 Year | 15.13% | 14.43% |
| 5 Year | 14.58% | 13.13% |
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% | 12.94% |
| Sharp | 0.56% | 0.76% |
| Beta | 0.89% | 0.96% |
| Alpha | -3.98% | -1.65% |
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 | 5.95 | 1.54 |
| Large Cap | 42.59 | 49.5 |
| Small Cap | 15.26 | 10.79 |
| Mid Cap | 36.2 | 38.17 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.95 | 1.54 |
| Telecom - Services | 6.28 | 4.17 |
| Petroleum Products | 4.71 | 6.96 |
| IT - Software | 2.41 | 2.88 |
| Industrial Manufacturing | 2.16 | - |
| Cement & Cement Products | 5.27 | 4.36 |
| Construction | 1.66 | 2.02 |
| Finance | 7.01 | 4.47 |
| Banks | 23.61 | 20.28 |
| Pharmaceuticals & Biotechnology | 3.13 | 5.9 |
| Healthcare Services | 1.16 | 3.98 |
| IT - Services | 1.33 | 1.19 |
| Commercial Services & Supplies | 0.86 | - |
| Consumer Durables | 0.67 | 3.32 |
| Electrical Equipment | 0.66 | - |
| Diversified FMCG | 1.1 | - |
| Automobiles | 1.61 | 1.62 |
| Beverages | 5.86 | 1.28 |
| Diversified | 1.89 | - |
| Gas | 0.68 | - |
| Chemicals & Petrochemicals | 3.61 | - |
| Industrial Products | 3.1 | 4.96 |
| Leisure Services | 1.01 | 3.33 |
| Auto Components | 3.09 | 4.41 |
| Realty | 4.41 | 2.8 |
| Fertilizers & Agrochemicals | 4.26 | 2.33 |
| Agricultural Food & other Products | 0.61 | 1.75 |
| Power | 1.9 | 1.73 |
| Agricultural, Commercial & Construction Vehicles | - | 0.09 |
| Aerospace & Defense | - | 1.67 |
| Transport Services | - | 0.83 |
| Personal Products | - | 1.49 |
| Insurance | - | 1.15 |
| Capital Markets | - | 2.54 |
| Retailing | - | 2.42 |
| It - Software | - | 0.79 |
| Transport Infrastructure | - | 1.91 |
| Ferrous Metals | - | 1.83 |
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