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LIC MF Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
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
Chart Comparison
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 | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2916 Cr | ₹2916 Cr | ₹6470 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 | 1.9 | 1.9 | 1.85 |
| 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 | -2.22% | -2.22% | -3.6% |
| 6 Month | -14.28% | -14.28% | -13.67% |
| 1 Year | 9.04% | 9.04% | 2.36% |
| 3 Year | 13.88% | 13.88% | 12.59% |
| 5 Year | 17.72% | 17.72% | 17.3% |
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 | -10.41% | -10.41% | -11.33% |
| 1 Year | -16.36% | -16.36% | -18.71% |
| 3 Year | 12.98% | 12.98% | 10.06% |
| 5 Year | 15.53% | 15.53% | 14.27% |
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 | 13.91% | 13.91% | 11.53% |
| 3 Year | 15.15% | 15.15% | 14.16% |
| 5 Year | 14.36% | 14.36% | 12.49% |
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 | 15.222% | 15.222% | 14.877% |
| Sharp | 0.407% | 0.407% | 0.357% |
| Beta | 0.962% | 0.962% | 0.998% |
| Alpha | -0.018% | -0.018% | -1.131% |
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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 | 6.28382 | 6.28382 | 3.46584 |
| Large Cap | 40.11095 | 40.11095 | 52.1315 |
| Small Cap | 17.1514 | 17.1514 | 8.457 |
| Mid Cap | 36.45385 | 36.45385 | 35.94565 |
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 | 3.85589 | 3.85589 | 3.46584 |
| Energy | 3.14456 | 3.14456 | 6.52929 |
| Technology | 6.13968 | 6.13968 | 7.49508 |
| Consumer Defensive | 2.7721 | 2.7721 | 5.13749 |
| Financial Services | 24.5258 | 24.5258 | 23.29747 |
| Utilities | 2.41073 | 2.41073 | 2.3887 |
| Basic Materials | 9.15972 | 9.15972 | 4.79686 |
| Consumer Cyclical | 16.40821 | 16.40821 | 16.44391 |
| Industrials | 22.2016 | 22.2016 | 12.24077 |
| Communication Services | 1.74181 | 1.74181 | 5.74187 |
| Healthcare | 6.48207 | 6.48207 | 9.92543 |
| Real Estate | 1.15785 | 1.15785 | 2.53728 |
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