Axis Growth Opportunities Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Axis Growth Opportunities Fund - Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
| 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) | ₹13275 Cr | ₹6862 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 10 Oct 2018 | 10 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 | 1.69 | 1.8 |
| Manager | Shreyash Devalkar | Ashish Aggarwal |
| ISIN Code | INF846K01J79 | INF903J01DT1 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Axis Growth Opportunities Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.78% | 1.74% |
| 6 Month | 20.01% | 20.95% |
| 1 Year | 42.99% | 45.53% |
| 3 Year | 17.95% | 21.07% |
| 5 Year | 24.77% | 24.83% |
| Scheme Name | Axis Growth Opportunities Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.54% | 16.68% |
| 3 Year | 39.56% | 36.77% |
| 5 Year | 79.96% | 71.73% |
| Scheme Name | Axis Growth Opportunities Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.66% | 21.86% |
| 3 Year | 58% | 54.63% |
| 5 Year | 86.16% | 79.56% |
| Scheme Name | Axis Growth Opportunities Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.31% | 12.94% |
| Sharp | 0.85% | 0.93% |
| Beta | 0.93% | 0.94% |
| Alpha | -2.73% | -2.61% |
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| 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 | 22.46 | 5.32 |
| Large Cap | 38.94 | 52.7 |
| Mid Cap | 34.78 | 36.68 |
| Small Cap | 3.8 | 5.29 |
| Scheme Name |
Axis Growth Opportunities Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.23 | 2.18 |
| Healthcare | 8.89 | 8.7 |
| Services | 12.29 | 9.45 |
| Financial | 15.26 | 22.85 |
| Energy | 8.71 | 7.42 |
| Capital Goods | 14.62 | 11.07 |
| Materials | 2.57 | 4.59 |
| Consumer Staples | 3.43 | 5.6 |
| Construction | 4.8 | 5.06 |
| Metals & Mining | 0.99 | 2.59 |
| Insurance | 1.5 | - |
| Automobile | 8.33 | 8.53 |
| Consumer Discretionary | 1.23 | 2.07 |
| Chemicals | 4.42 | 0.95 |
| Technology | 6.16 | 5.45 |
| Diversified | 0.16 | - |
| Communication | 2.55 | 2.87 |
| Unclassified | 0.84 | - |
| Textiles | - | 0.61 |
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