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 Risk | Very High Risk |
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 | -4.81% | -4.72% |
6 Month | -13.49% | -11.87% |
1 Year | 1.24% | 5.34% |
3 Year | 11.53% | 12.29% |
5 Year | 17.05% | 14.66% |
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 | -12.39% | -10.43% |
3 Year | 11.61% | 12.68% |
5 Year | 15.94% | 16.28% |
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 | 13.648% | 13.949% |
Sharp | 0.438% | 0.508% |
Beta | 0.953% | 0.972% |
Alpha | -1.435% | -0.481% |
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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 | 0.79 | 5.24 |
Large Cap | 51.45 | 48.56 |
Small Cap | 11.6 | 9.27 |
Mid Cap | 36.21 | 36.97 |
Sector Allocation
Scheme Name |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 0.79 | 5.24 |
Petroleum Products | 2.82 | 5.01 |
IT - Software | 7.78 | 6.69 |
Auto Components | 3.66 | 7.41 |
Pharmaceuticals & Biotechnology | 6.67 | 6.44 |
Cement & Cement Products | 2.09 | 1.64 |
Construction | 3.15 | 2.19 |
Consumer Durables | 5.39 | 4.37 |
Diversified FMCG | 1.01 | 1.87 |
Non - Ferrous Metals | 0.96 | 1.35 |
Insurance | 3.15 | 0.94 |
Banks | 19.73 | 17.11 |
Healthcare Services | 1.86 | 3.19 |
Transport Services | 4.01 | 0.73 |
Ferrous Metals | 2.53 | - |
Automobiles | 3.56 | 1.67 |
Finance | 3.39 | 2.61 |
Telecom - Services | 4.15 | 3.28 |
Capital Markets | 1.39 | 1.42 |
Gas | 2.5 | - |
IT - Services | 0.53 | 0.85 |
Beverages | 0.22 | 2.67 |
Diversified Metals | 1.42 | - |
Oil | 0.65 | - |
Power | 1.82 | 2.69 |
Aerospace & Defense | 1.26 | 0.87 |
Chemicals & Petrochemicals | 1.66 | - |
Retailing | 3 | 3.96 |
Industrial Products | 3.2 | 3.29 |
Financial Technology (Fintech) | 2.31 | 0.12 |
Consumable Fuels | 0.87 | 0.54 |
Minerals & Mining | 0.27 | - |
Textiles & Apparels | 0.93 | - |
Realty | 1.32 | 2.38 |
Leisure Services | - | 2.31 |
Electrical Equipment | - | 3.51 |
Agricultural Food & other Products | - | 0.84 |
Household Products | - | 0.93 |
Fertilizers & Agrochemicals | - | 1.14 |
Transport Infrastructure | - | 0.78 |
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