Axis Growth Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare

Link copied to clipboard!

Axis Growth Opportunities Fund - Regular Plan - Growth

Invest Now

Sundaram Large and Midcap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13522 Cr	₹6470 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	22 Oct 2018	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	23%	25%
Expense Ratio	1.7	1.85
Manager	Shreyash Devalkar	Ashish Aggarwal
ISIN Code	INF846K01J79	INF903J01DT1
Exits Load	Axis Growth Opportunities Fund - 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	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	-6.69%	-6.73%
6 Month	-11.03%	-13.27%
1 Year	5.67%	2.2%
3 Year	15.09%	14.59%
5 Year	19.47%	16.32%

Scheme Name	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-10.06%	-11.33%
1 Year	-13.95%	-17.37%
3 Year	13.7%	10.63%
5 Year	16.33%	14.7%

Scheme Name	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	20.92%	11.53%
3 Year	20.13%	14.16%
5 Year	21.6%	12.49%

Scheme Name	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	14.704%	13.949%
Sharp	0.541%	0.508%
Beta	0.946%	0.972%
Alpha	0.581%	-0.481%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Shreyash Devalkar	Ashish Aggarwal
Total AUM	₹166770 Cr	₹9635 Cr
Fund Manage	14	7
	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	15.89829	3.46584
Large Cap	42.67675	52.1315
Mid Cap	35.43397	35.94565
Small Cap	5.99096	8.457

Scheme Name	Axis Growth Opportunities Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	6.50496	3.46584
Healthcare	9.95145	9.92543
Consumer Defensive	3.12967	5.13749
Energy	1.88355	6.52929
Industrials	11.46234	12.24077
Technology	14.36316	7.49508
Consumer Cyclical	12.64381	16.44391
Financial Services	22.36644	23.29747
Basic Materials	5.33912	4.79686
Communication Services	5.11757	5.74187
Real Estate	2.8814	2.53728
Utilities	4.3565	2.3887