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
| 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 |
| 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 | -4.56% | -4.56% | -5.16% |
| 6 Month | 10.09% | 10.09% | 6.75% |
| 1 Year | 35.43% | 35.43% | 28.3% |
| 3 Year | 15.09% | 15.09% | 13.32% |
| 5 Year | 18.99% | 18.99% | 17.53% |
| 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 | 27.47% | 27.47% | 20.79% |
| 3 Year | 24.91% | 24.91% | 22.14% |
| 5 Year | 22.92% | 22.92% | 21.82% |
| 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 | 13.43% | 13.43% | 11.17% |
| 3 Year | 15.11% | 15.11% | 14.16% |
| 5 Year | 14% | 14% | 12.32% |
| 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 | 0.73% | 0.73% | 0.93% |
| Beta | 0.92% | 0.92% | 0.94% |
| Alpha | -0.42% | -0.42% | -2.61% |
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| 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 |
| 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 |
| 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 |
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