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Sundaram Large and Midcap Fund Regular Plan vs LIC MF Large & Mid Cap Fund compare
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|---|
| Fund | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2916 Cr | ₹2916 Cr | ₹6470 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 | ₹100 |
| Launch Date | 25 Feb 2015 | 25 Feb 2015 | 27 Feb 2007 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | % | 46% | 25% |
| Expense Ratio | 1.9 | 1.9 | 1.85 |
| Manager | Yogesh Patil | Yogesh Patil | Ashish Aggarwal |
| ISIN Code | INF767K01NB5 | INF767K01NB5 | INF903J01DT1 |
| Exits Load | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 6.69% | 6.69% | 5.86% |
| 6 Month | -10.39% | -10.39% | -11.67% |
| 1 Year | 17.35% | 17.35% | 10.13% |
| 3 Year | 15.09% | 15.09% | 13.9% |
| 5 Year | 25.15% | 25.15% | 25.73% |
SIP Return Analysis
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -2.97% | -2.97% | -3.65% |
| 1 Year | -5.46% | -5.46% | -7.72% |
| 3 Year | 17.45% | 17.45% | 14.51% |
| 5 Year | 18.02% | 18.02% | 16.75% |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 13.91% | 13.91% | 11.53% |
| 3 Year | 15.15% | 15.15% | 14.16% |
| 5 Year | 14.36% | 14.36% | 12.49% |
Risk Management
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 15.222% | 15.222% | 14.877% |
| Sharp | 0.407% | 0.407% | 0.357% |
| Beta | 0.962% | 0.962% | 0.998% |
| Alpha | -0.018% | -0.018% | -1.131% |
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Fund Managers
| Scheme Name | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Ashish Aggarwal |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹9635 Cr |
| Funds Managed | 7 | 7 | 7 |
| LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 6.28 | 6.28 | 3.47 |
| Large Cap | 40.11 | 40.11 | 52.13 |
| Small Cap | 17.15 | 17.15 | 8.46 |
| Mid Cap | 36.45 | 36.45 | 35.95 |
Sector Allocation
| Scheme Name |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|---|
| Others | 3.86 | 3.86 | 3.47 |
| Energy | 3.14 | 3.14 | 6.53 |
| Technology | 6.14 | 6.14 | 7.5 |
| Consumer Defensive | 2.77 | 2.77 | 5.14 |
| Financial Services | 24.53 | 24.53 | 23.3 |
| Utilities | 2.41 | 2.41 | 2.39 |
| Basic Materials | 9.16 | 9.16 | 4.8 |
| Consumer Cyclical | 16.41 | 16.41 | 16.44 |
| Industrials | 22.2 | 22.2 | 12.24 |
| Communication Services | 1.74 | 1.74 | 5.74 |
| Healthcare | 6.48 | 6.48 | 9.93 |
| Real Estate | 1.16 | 1.16 | 2.54 |
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