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 ₹3453 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 1.89
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% -2.07%
6 Month 4.76% -4.03%
1 Year 28.13% 9.21%
3 Year 18.29% 11.18%
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 - -
1 Year 18.7% 2.81%
3 Year 24.98% 14.48%
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% 16.47%
3 Year 13.72% 15.82%
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% 11.94%
Sharp 0.98% 0.79%
Beta 0.93% 0.91%
Alpha 6.39% -0.84%

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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 7.04
Large Cap 83.62 86.5
Mid Cap 8.92 5.27
Small Cap 6.72 1.22

Sector Allocation

Scheme Name

Nippon India Large Cap Fund- Growth Plan Bonus Option

Sundaram Large Cap Fund Regular Plan - Growth

Others 0.74 7.04
Energy 13.71 -
Capital Goods 6.48 -
Technology 5.82 -
Construction 3.68 5.88
Financial 32.78 -
Consumer Staples 9.78 -
Healthcare 2.35 -
Materials 2.11 -
Services 7.57 -
Metals & Mining 2.31 -
Automobile 7.04 -
Insurance 3.17 2.89
Communication 1.02 -
Diversified 0.38 -
Chemicals 0.7 -
Textiles 0.36 -
Petroleum Products - 5.37
IT - Software - 10.49
Auto Components - 0.26
Non - Ferrous Metals - 1.83
Banks - 29.96
Pharmaceuticals & Biotechnology - 8.31
Automobiles - 6.09
Agricultural Food & other Products - 0.86
Beverages - 3.36
Consumer Durables - 1.87
Telecom - Services - 4.55
Cement & Cement Products - 2.08
Transport Services - 1.94
Retailing - 2.46
Power - 1.92
Transport Infrastructure - 0.96
Leisure Services - 1.24
Industrial Products - 0.67

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