SBI Large & MIDCap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
SBI Large & MIDCap Fund- Regular Plan -Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹25613 Cr | ₹6862 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 Feb 1993 | 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 | 25% | 25% |
| Expense Ratio | 1.62 | 1.8 |
| Manager | Pradeep Kesavan | Ashish Aggarwal |
| ISIN Code | INF200K01305 | INF903J01DT1 |
| Exits Load | Exit load of 0.10% if redeemed within 30 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.75% | 1.74% |
| 6 Month | 18.78% | 20.95% |
| 1 Year | 34.17% | 45.53% |
| 3 Year | 20.61% | 21.07% |
| 5 Year | 24.61% | 24.83% |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.66% | 16.68% |
| 3 Year | 38.91% | 36.77% |
| 5 Year | 82.14% | 71.73% |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.32% | 21.86% |
| 3 Year | 62.63% | 54.63% |
| 5 Year | 88.93% | 79.56% |
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.75% | 12.94% |
| Sharp | 1.15% | 0.93% |
| Beta | 0.85% | 0.94% |
| Alpha | 0.61% | -2.61% |
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| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Ashish Aggarwal |
| Total AUM | ₹434274 Cr | ₹9635 Cr |
| Fund Manage | 43 | 7 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Large Cap | 43.12 | 52.7 |
| Mid Cap | 37.95 | 36.68 |
| Others | 4.58 | 5.32 |
| Small Cap | 14.36 | 5.29 |
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Financial | 20.76 | 22.85 |
| Energy | 5.68 | 7.42 |
| Consumer Discretionary | 5.2 | 2.07 |
| Others | 2.46 | 2.18 |
| Metals & Mining | 7.38 | 2.59 |
| Healthcare | 10.26 | 8.7 |
| Materials | 7.45 | 4.59 |
| Technology | 8.51 | 5.45 |
| Communication | 2.48 | 2.87 |
| Consumer Staples | 5.38 | 5.6 |
| Services | 6.84 | 9.45 |
| Automobile | 9.22 | 8.53 |
| Construction | 1.36 | 5.06 |
| Capital Goods | 3.07 | 11.07 |
| Insurance | 1.27 | - |
| Textiles | 1.55 | 0.61 |
| Chemicals | 1.14 | 0.95 |
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