Tata Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8390 Cr | ₹6871 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Mar 2003 | 27 Feb 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 | 10.69% | 25% |
| Expense Ratio | 1.76 | 1.79 |
| Manager | Chandraprakash Padiyar | Ashish Aggarwal |
| ISIN Code | INF277K01428 | INF903J01DT1 |
| Exits Load | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.65% | 1.96% |
| 6 Month | 0.19% | 4.15% |
| 1 Year | 18.03% | 22.94% |
| 3 Year | 17.54% | 15.76% |
| 5 Year | 18.71% | 18.26% |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.95% | 16.61% |
| 3 Year | 19.3% | 22.06% |
| 5 Year | 20.59% | 21.9% |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.6% | 11.17% |
| 3 Year | 15.03% | 14.16% |
| 5 Year | 14.28% | 12.32% |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.3% | 12.94% |
| Sharp | 0.88% | 0.93% |
| Beta | 0.83% | 0.94% |
| Alpha | 0.71% | -2.61% |
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| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Ashish Aggarwal |
| Total AUM | ₹15627 Cr | ₹9635 Cr |
| Fund Manage | 3 | 7 |
| Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.37 | 5.24 |
| Large Cap | 40.47 | 48.56 |
| Mid Cap | 38.5 | 36.97 |
| Small Cap | 15.66 | 9.27 |
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.37 | 5.24 |
| Telecom - Services | 5.07 | 3.28 |
| Petroleum Products | 3.97 | 5.01 |
| IT - Software | 3.19 | 6.69 |
| Cement & Cement Products | 3.49 | 1.64 |
| Construction | 1.55 | 2.19 |
| Finance | 5.55 | 2.61 |
| Diversified FMCG | 1.69 | 1.87 |
| Banks | 23.22 | 17.11 |
| Healthcare Services | 2.83 | 3.19 |
| Pharmaceuticals & Biotechnology | 2.82 | 6.44 |
| Electrical Equipment | 1.7 | 3.51 |
| Capital Markets | 2.69 | 1.42 |
| Consumer Durables | 0.95 | 4.37 |
| Automobiles | 2.09 | 1.67 |
| Beverages | 4.83 | 2.67 |
| Industrial Products | 4.2 | 3.29 |
| Diversified | 2.33 | - |
| Gas | 0.9 | - |
| Chemicals & Petrochemicals | 3.97 | - |
| Auto Components | 4.23 | 7.41 |
| Realty | 1.03 | 2.38 |
| Fertilizers & Agrochemicals | 4.01 | 1.14 |
| Commercial Services & Supplies | 3.09 | - |
| Agricultural Food & other Products | 0.63 | 0.84 |
| Retailing | 2.2 | 3.96 |
| Leisure Services | 1.05 | 2.31 |
| Power | 1.35 | 2.69 |
| IT - Services | - | 0.85 |
| Non - Ferrous Metals | - | 1.35 |
| Aerospace & Defense | - | 0.87 |
| Transport Services | - | 0.73 |
| Insurance | - | 0.94 |
| Household Products | - | 0.93 |
| Financial Technology (Fintech) | - | 0.12 |
| Consumable Fuels | - | 0.54 |
| Transport Infrastructure | - | 0.78 |
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