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

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Fund LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Average Very High Very High
Asset Size (Cr) ₹3083 Cr ₹3083 Cr ₹6871 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹1000 ₹1000 ₹100
Min Addl Investment ₹500 ₹500 ₹100
Launch Date 25 Feb 2015 25 Feb 2015 27 Feb 2007
Category Large and Mid Cap Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI NIFTY LARGE MIDCAP 250 TRI
Turn Over % 46% 25%
Expense Ratio 1.91 1.91 1.79
Manager Yogesh Patil Yogesh Patil Ashish Aggarwal
ISIN Code INF767K01NB5 INF767K01NB5 INF903J01DT1
Exits Load LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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

Trailing Lumpsum Returns

Scheme Name LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month -8.32% -8.32% -6.63%
6 Month -6.99% -6.99% -5.2%
1 Year 15.55% 15.55% 13.27%
3 Year 13.71% 13.71% 12.92%
5 Year 17.09% 17.09% 16.5%

SIP Return Analysis

Scheme Name LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - - -
1 Year 15.01% 15.01% 11.34%
3 Year 23.79% 23.79% 21.1%
5 Year 22.33% 22.33% 21.25%

Rolling Lumpsum Returns

Scheme Name LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 13.43% 13.43% 11.17%
3 Year 15.11% 15.11% 14.16%
5 Year 14% 14% 12.32%

Risk Management

Scheme Name LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.59% 12.59% 12.94%
Sharp 0.79% 0.79% 0.93%
Beta 0.92% 0.92% 0.94%
Alpha -0.42% -0.42% -2.61%

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Fund Managers

Scheme Name LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Name Yogesh Patil Yogesh Patil Ashish Aggarwal
Total AUM ₹5898 Cr ₹5898 Cr ₹9635 Cr
Fund Manage 7 7 7
LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund-Regular Plan-Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 2.55 2.55 5.24
Large Cap 40.75 40.75 48.56
Mid Cap 38.05 38.05 36.97
Small Cap 18.63 18.63 9.27

Sector Allocation

Scheme Name

LIC MF Large & Mid Cap Fund Regular-Growth

LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 2.55 2.55 5.24
Petroleum Products 2.74 2.74 5.01
IT - Software 4.75 4.75 6.69
Finance 8.52 8.52 2.61
Diversified FMCG 2.06 2.06 1.87
Banks 14.6 14.6 17.11
Cement & Cement Products 1.33 1.33 1.64
Chemicals & Petrochemicals 1.43 1.43 -
Leisure Services 3.41 3.41 2.31
Auto Components 6.67 6.67 7.41
Industrial Manufacturing 4.77 4.77 -
Construction 1.07 1.07 2.19
Transport Services 1.54 1.54 0.73
Fertilizers & Agrochemicals 2.55 2.55 1.14
Non - Ferrous Metals 1.07 1.07 1.35
IT - Services 0.43 0.43 0.85
Automobiles 2.35 2.35 1.67
Insurance 2.27 2.27 0.94
Agricultural Food & other Products 0.94 0.94 0.84
Consumer Durables 2.41 2.41 4.37
Power 1.24 1.24 2.69
Aerospace & Defense 1.66 1.66 0.87
Industrial Products 9.42 9.42 3.29
Telecom - Services 1.52 1.52 3.28
Pharmaceuticals & Biotechnology 2.92 2.92 6.44
Healthcare Services 2.38 2.38 3.19
Electrical Equipment 4.2 4.2 3.51
Diversified 1.17 1.17 -
Textiles & Apparels 1.2 1.2 -
Realty 1.12 1.12 2.38
Gas 0.68 0.68 -
Retailing 4.25 4.25 3.96
Transport Infrastructure 0.76 0.76 0.78
Beverages - - 2.67
Household Products - - 0.93
Financial Technology (Fintech) - - 0.12
Consumable Fuels - - 0.54
Capital Markets - - 1.42

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