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Sundaram Large Cap Fund Regular Plan vs Nippon India Large Cap Fund compare

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tortoise-icon Nippon India Large Cap Fund- Growth Plan Bonus Option

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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Sundaram Large Cap Fund Regular Plan - Growth
Fund Nippon India Large Cap Fund- Growth Plan Bonus Option Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹29485 Cr ₹3319 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 08 Aug 2007 01 Oct 2020
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark BSE 100 NIFTY 100 TRI
Turn Over 52% 23%
Expense Ratio 1.62 1.93
Manager Ashutosh Bhargava Sudhir Kedia
ISIN Code INF204K01554 INF903JA1IZ3
Exits Load Exit load of 1% if redeemed within 7 days./365 Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Sundaram Large Cap Fund Regular Plan - Growth
1 Month -5.26% -3.98%
6 Month 4.76% -11.36%
1 Year 28.13% -1.25%
3 Year 18.29% 11.01%
5 Year 19.32% -

SIP Return Analysis

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -7.39%
1 Year 18.7% -13.21%
3 Year 24.98% 8.32%
5 Year 24.96% -

Rolling Lumpsum Returns

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Sundaram Large Cap Fund Regular Plan - Growth
1 Year 12.73% 16.09%
3 Year 13.72% 15.35%
5 Year 14.17% -

Risk Management

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.42% 12.412%
Sharp 0.98% 0.415%
Beta 0.93% 0.927%
Alpha 6.39% -1.547%

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Fund Managers

Scheme Name Nippon India Large Cap Fund- Growth Plan Bonus Option Sundaram Large Cap Fund Regular Plan - Growth
Name Ashutosh Bhargava Sudhir Kedia
Total AUM ₹121448 Cr ₹10423 Cr
Fund Manage 12 8
Nippon India Large Cap Fund- Growth Plan Bonus Option Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Large Cap Fund- Growth Plan Bonus Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 0.74 4.16618
Large Cap 83.62 86.51139
Mid Cap 8.92 7.48643
Small Cap 6.72 1.83596

Sector Allocation

Scheme Name

Nippon India Large Cap Fund- Growth Plan Bonus Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 0.74 4.16618
Energy 13.71 5.73322
Capital Goods 6.48 -
Technology 5.82 10.541
Construction 3.68 -
Financial 32.78 -
Consumer Staples 9.78 -
Healthcare 2.35 7.65296
Materials 2.11 -
Services 7.57 -
Metals & Mining 2.31 -
Automobile 7.04 -
Insurance 3.17 -
Communication 1.02 -
Diversified 0.38 -
Chemicals 0.7 -
Textiles 0.36 -
Consumer Cyclical - 10.65136
Industrials - 9.32349
Basic Materials - 3.9974
Financial Services - 34.16408
Consumer Defensive - 5.96847
Communication Services - 5.88147
Utilities - 1.92033

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