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

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

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹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

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%

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%

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%

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%

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

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

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