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Quant Large and Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Sundaram Large and Midcap Fund Regular Plan - Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
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) | ₹6470 Cr | ₹3612 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2007 | 09 Jan 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 | 25% | % |
| Expense Ratio | 1.85 | 1.9 |
| Manager | Ashish Aggarwal | Sanjeev Sharma |
| ISIN Code | INF903J01DT1 | INF966L01341 |
| Exits Load | 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | 3.02% | 3.59% |
| 6 Month | -6.68% | -9.84% |
| 1 Year | 10.37% | -2.12% |
| 3 Year | 14.01% | 16.37% |
| 5 Year | 24.17% | 26.99% |
SIP Return Analysis
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.78% | -0.78% |
| 1 Year | -5.4% | -13.91% |
| 3 Year | 15.01% | 16.15% |
| 5 Year | 16.66% | 19.89% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 11.53% | - |
| 3 Year | 14.16% | - |
| 5 Year | 12.49% | - |
Risk Management
| Scheme Name | Sundaram Large and Midcap Fund Regular Plan - Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 14.877% | 16.673% |
| Sharp | 0.357% | 0.777% |
| Beta | 0.998% | 1.094% |
| Alpha | -1.131% | 4.454% |
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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 |
| Funds Managed | 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 | 3.47 | 12.41 |
| Large Cap | 52.13 | 46.43 |
| Small Cap | 8.46 | 0.34 |
| Mid Cap | 35.95 | 40.82 |
Sector Allocation
| Scheme Name |
Sundaram Large and Midcap Fund Regular Plan - Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.47 | 12.41 |
| Energy | 6.53 | 9.95 |
| Technology | 7.5 | - |
| Communication Services | 5.74 | 1.8 |
| Basic Materials | 4.8 | 9.3 |
| Industrials | 12.24 | 16.07 |
| Financial Services | 23.3 | 14.03 |
| Healthcare | 9.93 | 6.82 |
| Consumer Cyclical | 16.44 | 6.97 |
| Real Estate | 2.54 | - |
| Consumer Defensive | 5.14 | 18.28 |
| Utilities | 2.39 | 4.37 |
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