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Mirae Asset Large & Midcap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36514 Cr | ₹6470 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Jul 2010 | 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 | 52% | 25% |
| Expense Ratio | 1.54 | 1.85 |
| Manager | Neelesh Surana | Ashish Aggarwal |
| ISIN Code | INF769K01101 | INF903J01DT1 |
| Exits Load | Mirae Asset Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.66% | 2.29% |
| 6 Month | -3.62% | -4.51% |
| 1 Year | 6.45% | 9.09% |
| 3 Year | 13.96% | 14.6% |
| 5 Year | 25.13% | 24.26% |
SIP Return Analysis
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.85% | -0.78% |
| 1 Year | -7.45% | -5.4% |
| 3 Year | 13.53% | 15.01% |
| 5 Year | 15.73% | 16.66% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.21% | 11.53% |
| 3 Year | 20.67% | 14.16% |
| 5 Year | 21.41% | 12.49% |
Risk Management
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.18% | 14.877% |
| Sharp | 0.35% | 0.357% |
| Beta | 0.958% | 0.998% |
| Alpha | -1.215% | -1.131% |
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Fund Managers
| Scheme Name | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Neelesh Surana | Ashish Aggarwal |
| Total AUM | ₹49127 Cr | ₹9635 Cr |
| Funds Managed | 2 | 7 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.69 | 3.47 |
| Large Cap | 48.77 | 52.13 |
| Small Cap | 15.27 | 8.46 |
| Mid Cap | 35.26 | 35.95 |
Sector Allocation
| Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.69 | 3.47 |
| Energy | 3.38 | 6.53 |
| Technology | 9.15 | 7.5 |
| Consumer Cyclical | 12.53 | 16.44 |
| Basic Materials | 9.46 | 4.8 |
| Industrials | 13.67 | 12.24 |
| Financial Services | 28.3 | 23.3 |
| Consumer Defensive | 2.7 | 5.14 |
| Healthcare | 10.28 | 9.93 |
| Real Estate | 1.69 | 2.54 |
| Communication Services | 3.85 | 5.74 |
| Utilities | 4.3 | 2.39 |
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