Bajaj Finserv Large and Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹982 Cr | ₹6862 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2024 | 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 | % | 25% |
| Expense Ratio | 2.18 | 1.8 |
| Manager | Nimesh Chandan | Ashish Aggarwal |
| ISIN Code | INF0QA701730 | INF903J01DT1 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.29% | 1.74% |
| 6 Month | - | 20.95% |
| 1 Year | - | 45.53% |
| 3 Year | - | 21.07% |
| 5 Year | - | 24.83% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.18% | 16.68% |
| 3 Year | 7.18% | 36.77% |
| 5 Year | 7.18% | 71.73% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.53% | 21.86% |
| 3 Year | 10.53% | 54.63% |
| 5 Year | 10.53% | 79.56% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.94% |
| Sharp | - | 0.93% |
| Beta | - | 0.94% |
| Alpha | - | -2.61% |
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| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Nimesh Chandan | Ashish Aggarwal |
| Total AUM | ₹0 Cr | ₹9635 Cr |
| Fund Manage | 8 | 7 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.23 | 5.32 |
| Large Cap | 48.07 | 52.7 |
| Mid Cap | 37.56 | 36.68 |
| Small Cap | 8.17 | 5.29 |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.77 | 2.18 |
| Energy | 6.12 | 7.42 |
| Capital Goods | 11.49 | 11.07 |
| Services | 9.01 | 9.45 |
| Construction | 5.02 | 5.06 |
| Metals & Mining | 4.08 | 2.59 |
| Consumer Staples | 10.82 | 5.6 |
| Financial | 13.25 | 22.85 |
| Healthcare | 8.83 | 8.7 |
| Automobile | 6.01 | 8.53 |
| Insurance | 2.34 | - |
| Communication | 4.24 | 2.87 |
| Consumer Discretionary | 3.79 | 2.07 |
| Chemicals | 6.35 | 0.95 |
| Technology | 2.25 | 5.45 |
| Materials | 1.19 | 4.59 |
| Textiles | 1.47 | 0.61 |
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