Quant Large and Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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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 Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
Fund Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6862 Cr ₹3283 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 2007 11 Dec 2006
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 25% %
Expense Ratio 1.8 1.93
Manager Ashish Aggarwal Sanjeev Sharma
ISIN Code INF903J01DT1 INF966L01341
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
1 Month -5.16% -8.76%
6 Month 6.75% -4.74%
1 Year 28.3% 30.34%
3 Year 13.32% 19.02%
5 Year 17.53% 24.28%

SIP Return Analysis

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 20.79% 9.51%
3 Year 22.14% 25.99%
5 Year 21.82% 26.91%

Rolling Lumpsum Returns

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
1 Year 11.17% 15.18%
3 Year 14.16% 15.81%
5 Year 12.32% 14.26%

Risk Management

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 12.94% 15.18%
Sharp 0.93% 1.39%
Beta 0.94% 0.97%
Alpha -2.61% 5.83%

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Fund Managers

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
Name Ashish Aggarwal Sanjeev Sharma
Total AUM ₹9635 Cr ₹39731 Cr
Fund Manage 7 22
Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

Sundaram Large and Midcap Fund Regular Plan - Growth

Quant Large and Mid Cap Fund-Growth

Others 5.32 14.36
Large Cap 52.7 48.99
Mid Cap 36.68 36.64
Small Cap 5.29 -

Sector Allocation

Scheme Name

Sundaram Large and Midcap Fund Regular Plan - Growth

Quant Large and Mid Cap Fund-Growth

Others 2.18 14.36
Energy 7.42 -
Materials 4.59 -
Technology 5.45 -
Construction 5.06 5.87
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 -
Petroleum Products - 9.31
Finance - 7.2
Diversified FMCG - 11.75
Cement & Cement Products - 1.38
Insurance - 6.51
Transport Services - 4.4
Ferrous Metals - 7.1
Telecom - Services - 1.27
Pharmaceuticals & Biotechnology - 9.07
Personal Products - 0.6
Agricultural Food & other Products - 2.91
Food Products - 2.98
IT - Software - 0.45
Diversified - 1.08
Auto Components - 7.82
Power - 4.19
Beverages - 1.74

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