Mirae Asset Large & Midcap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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tortoise-icon Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

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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 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) ₹37853 Cr ₹6862 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 02 Jul 2010 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 52% 25%
Expense Ratio 1.53 1.8
Manager Neelesh Surana Ashish Aggarwal
ISIN Code INF769K01101 INF903J01DT1
Exits Load I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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 -3.79% -3.36%
6 Month 10.51% 12.5%
1 Year 29.78% 33.07%
3 Year 12.61% 13.53%
5 Year 20.98% 18.07%

SIP Return Analysis

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 16.02% 20.79%
3 Year 20.79% 22.14%
5 Year 21.76% 21.82%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 16.12% 11.17%
3 Year 20.81% 14.16%
5 Year 21.51% 12.32%

Risk Management

Scheme Name Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.08% 12.94%
Sharp 0.95% 0.93%
Beta 0.91% 0.94%
Alpha -2.47% -2.61%

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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
Fund Manage 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 0.78 5.32
Large Cap 51.68 52.7
Small Cap 11.62 5.29
Mid Cap 35.92 36.68

Sector Allocation

Scheme Name

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 0.78 2.18
Petroleum Products 2.71 -
IT - Software 7.45 -
Auto Components 4.47 -
Pharmaceuticals & Biotechnology 6.66 -
Cement & Cement Products 1.62 -
Construction 2.89 5.06
Consumer Durables 5.56 -
Diversified FMCG 0.96 -
Non - Ferrous Metals 0.78 -
Insurance 3.2 -
Banks 19.29 -
Healthcare Services 1.95 -
Transport Services 4.75 -
Ferrous Metals 2.41 -
Automobiles 4.15 -
Finance 3.85 -
Telecom - Services 4.51 -
Capital Markets 1.07 -
Gas 2.06 -
IT - Services 0.51 -
Electrical Equipment 0.11 -
Diversified Metals 1.81 -
Oil 0.88 -
Power 1.87 -
Aerospace & Defense 1.06 -
Chemicals & Petrochemicals 1.72 -
Retailing 2.51 -
Industrial Products 3.21 -
Financial Technology (Fintech) 1.78 -
Consumable Fuels 0.92 -
Textiles & Apparels 1.08 -
Realty 1.4 -
Beverages 0.02 -
Energy - 7.42
Materials - 4.59
Technology - 5.45
Financial - 22.85
Healthcare - 8.7
Consumer Staples - 5.6
Metals & Mining - 2.59
Services - 9.45
Capital Goods - 11.07
Automobile - 8.53
Consumer Discretionary - 2.07
Communication - 2.87
Chemicals - 0.95
Textiles - 0.61

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