Sundaram Large and Midcap Fund Regular Plan vs Quant Large and Mid Cap Fund compare

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

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

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

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) ₹6862 Cr ₹3283 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 2007 11 Dec 2006
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 1.8 1.93
Manager Ashish Aggarwal Sanjeev Sharma
ISIN Code INF903J01DT1 INF966L01341
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
1 Month 1.74% -0.62%
6 Month 20.95% 20.21%
1 Year 45.53% 60.9%
3 Year 21.07% 29.39%
5 Year 24.83% 29.99%

SIP Return Analysis

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 16.68% 28.41%
3 Year 36.77% 63.79%
5 Year 71.73% 120.52%

Rolling Lumpsum Returns

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
1 Year 21.86% 30.27%
3 Year 54.63% 82.52%
5 Year 79.56% 126.28%

Risk Management

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 12.94% 15.18%
Sharp 0.93% 1.39%
Beta 0.94% 0.97%
Alpha -2.61% 5.83%

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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
Fund Manage 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 5.32 14.22
Large Cap 52.7 44.7
Mid Cap 36.68 37.51
Small Cap 5.29 3.59

Sector Allocation

Scheme Name

Sundaram Large and Midcap Fund Regular Plan - Growth

Quant Large and Mid Cap Fund-Growth

Others 2.18 -4.42
Energy 7.42 16.03
Materials 4.59 5.25
Technology 5.45 5.65
Construction 5.06 -
Financial 22.85 24.01
Healthcare 8.7 7.82
Consumer Staples 5.6 8.45
Metals & Mining 2.59 12.35
Services 9.45 8.4
Capital Goods 11.07 7.25
Automobile 8.53 5.22
Consumer Discretionary 2.07 -
Communication 2.87 -
Chemicals 0.95 -
Textiles 0.61 -
Insurance - 4.01

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