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) | ₹1553 Cr | ₹6871 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2024 | 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 | % | 25% |
| Expense Ratio | 2.06 | 1.79 |
| Manager | Nimesh Chandan | Ashish Aggarwal |
| ISIN Code | INF0QA701730 | INF903J01DT1 |
| Exits Load | Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.7% | 3.06% |
| 6 Month | 2.36% | 3.75% |
| 1 Year | - | 21.53% |
| 3 Year | - | 15.56% |
| 5 Year | - | 18.23% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 16.61% |
| 3 Year | - | 22.06% |
| 5 Year | - | 21.9% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | - | 11.17% |
| 3 Year | - | 14.16% |
| 5 Year | - | 12.32% |
| 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 | 1.9 | 5.24 |
| Large Cap | 54.44 | 48.56 |
| Mid Cap | 35.86 | 36.97 |
| Small Cap | 7.8 | 9.27 |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.9 | 5.24 |
| Petroleum Products | 2.67 | 5.01 |
| Electrical Equipment | 2.19 | 3.51 |
| Finance | 6 | 2.61 |
| IT - Software | 6.09 | 6.69 |
| Transport Services | 2.53 | 0.73 |
| Construction | 2.07 | 2.19 |
| Diversified FMCG | 5.92 | 1.87 |
| Banks | 12.55 | 17.11 |
| Pharmaceuticals & Biotechnology | 17.52 | 6.44 |
| Leisure Services | 3.04 | 2.31 |
| Consumer Durables | 6.35 | 4.37 |
| Realty | 2.43 | 2.38 |
| Auto Components | 3.6 | 7.41 |
| Telecom - Services | 3.92 | 3.28 |
| Insurance | 2.59 | 0.94 |
| Entertainment | 0.48 | - |
| Agricultural Food & other Products | 1.46 | 0.84 |
| Industrial Products | 1.36 | 3.29 |
| Food Products | 0.44 | - |
| Chemicals & Petrochemicals | 1.57 | - |
| Cement & Cement Products | 1.93 | 1.64 |
| Consumable Fuels | 1.25 | 0.54 |
| Personal Products | 1.16 | - |
| Fertilizers & Agrochemicals | 1.89 | 1.14 |
| Retailing | 2.06 | 3.96 |
| Beverages | 1.51 | 2.67 |
| Capital Markets | 1.32 | 1.42 |
| Textiles & Apparels | 1.69 | - |
| Transport Infrastructure | 0.51 | 0.78 |
| IT - Services | - | 0.85 |
| Healthcare Services | - | 3.19 |
| Non - Ferrous Metals | - | 1.35 |
| Aerospace & Defense | - | 0.87 |
| Automobiles | - | 1.67 |
| Power | - | 2.69 |
| Household Products | - | 0.93 |
| Financial Technology (Fintech) | - | 0.12 |
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