Sundaram Large and Midcap Fund Regular Plan vs LIC MF Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

Invest Now

tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Invest Now

tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3002 Cr ₹3002 Cr ₹6862 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹1000 ₹1000 ₹100
Min Addl Investment ₹500 ₹500 ₹100
Launch Date 05 Feb 2015 05 Feb 2015 10 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 1.91 1.91 1.8
Manager Yogesh Patil Yogesh Patil Ashish Aggarwal
ISIN Code INF767K01NB5 INF767K01NB5 INF903J01DT1
Exits Load Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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 4.98% 4.98% 1.74%
6 Month 34.07% 34.07% 20.95%
1 Year 48.16% 48.16% 45.53%
3 Year 19.02% 19.02% 21.07%
5 Year 22.63% 22.63% 24.83%

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 - - -
1 Year 20.85% 20.85% 16.68%
3 Year 40.07% 40.07% 36.77%
5 Year 73.9% 73.9% 71.73%

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 22.45% 22.45% 21.86%
3 Year 56.29% 56.29% 54.63%
5 Year 85.03% 85.03% 79.56%

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 12.59% 12.59% 12.94%
Sharp 0.95% 0.95% 0.93%
Beta 0.93% 0.93% 0.94%
Alpha -0.56% -0.56% -2.61%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 5.39 5.39 5.32
Large Cap 40.58 40.58 52.7
Small Cap 17.2 17.2 5.29
Mid Cap 36.85 36.85 36.68

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 1.83 1.83 2.18
Energy 3.98 3.98 7.42
Technology 4.09 4.09 5.45
Financial 27.22 27.22 22.85
Consumer Staples 3.81 3.81 5.6
Materials 2.95 2.95 4.59
Chemicals 3.69 3.69 0.95
Services 12.7 12.7 9.45
Automobile 10.06 10.06 8.53
Capital Goods 18.23 18.23 11.07
Consumer Discretionary 2.26 2.26 2.07
Communication 0.96 0.96 2.87
Healthcare 2.87 2.87 8.7
Diversified 1.71 1.71 -
Insurance 0.9 0.9 -
Construction 0.8 0.8 5.06
Metals & Mining 1.18 1.18 2.59
Textiles 0.78 0.78 0.61

Top Comparisons

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns5.83%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns5.86%

Compare Now

360 ONE FlexiCap Fund Regular - Growth 360 ONE FlexiCap Fund Regular - Growth

3Y Returns0%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns16.66%

Compare Now

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

3Y Returns5.8%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns5.63%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns18.58%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns33.84%

Compare Now
Request call back
Add to Cart Successfully