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) ₹6871 Cr ₹3709 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2007 09 Jan 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% %
Expense Ratio 1.79 1.88
Manager Ashish Aggarwal Sanjeev Sharma
ISIN Code INF903J01DT1 INF966L01341
Exits Load 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 Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
1 Month 3.06% 0.23%
6 Month 3.75% -9.53%
1 Year 21.53% 19.13%
3 Year 15.56% 20.3%
5 Year 18.23% 25.03%

SIP Return Analysis

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 16.61% -1.68%
3 Year 22.06% 22.91%
5 Year 21.9% 25.17%

Rolling Lumpsum Returns

Scheme Name Sundaram Large and Midcap Fund Regular Plan - Growth Quant Large and Mid Cap Fund-Growth
1 Year 11.17% 15.18%
3 Year 14.16% 15.81%
5 Year 12.32% 14.26%

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 5.24 14.36
Large Cap 48.56 48.99
Small Cap 9.27 -
Mid Cap 36.97 36.64

Sector Allocation

Scheme Name

Sundaram Large and Midcap Fund Regular Plan - Growth

Quant Large and Mid Cap Fund-Growth

Others 5.24 14.36
Petroleum Products 5.01 9.31
IT - Software 6.69 0.45
IT - Services 0.85 -
Construction 2.19 5.87
Finance 2.61 7.2
Healthcare Services 3.19 -
Banks 17.11 -
Diversified FMCG 1.87 11.75
Non - Ferrous Metals 1.35 -
Pharmaceuticals & Biotechnology 6.44 9.07
Cement & Cement Products 1.64 1.38
Leisure Services 2.31 -
Aerospace & Defense 0.87 -
Auto Components 7.41 7.82
Realty 2.38 -
Automobiles 1.67 -
Electrical Equipment 3.51 -
Industrial Products 3.29 -
Transport Services 0.73 4.4
Insurance 0.94 6.51
Agricultural Food & other Products 0.84 2.91
Beverages 2.67 1.74
Consumer Durables 4.37 -
Power 2.69 4.19
Household Products 0.93 -
Telecom - Services 3.28 1.27
Financial Technology (Fintech) 0.12 -
Consumable Fuels 0.54 -
Fertilizers & Agrochemicals 1.14 -
Retailing 3.96 -
Capital Markets 1.42 -
Transport Infrastructure 0.78 -
Ferrous Metals - 7.1
Personal Products - 0.6
Food Products - 2.98
Diversified - 1.08

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