Tata Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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tortoise-icon Sundaram Large and Midcap 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 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) ₹7968 Cr ₹6862 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Mar 1993 10 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 1.78 1.8
Manager Chandraprakash Padiyar Ashish Aggarwal
ISIN Code INF277K01428 INF903J01DT1
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month -6.71% -5.41%
6 Month 4.67% 6.48%
1 Year 23.59% 27.96%
3 Year 15.03% 13.2%
5 Year 18.49% 17.45%

SIP Return Analysis

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 18.96% 20.79%
3 Year 21.93% 22.14%
5 Year 21.97% 21.82%

Rolling Lumpsum Returns

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%

Risk Management

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 1.29% -2.61%

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Fund Managers

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

Market Cap

Scheme Name

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 4.82 5.32
Large Cap 42.67 52.7
Mid Cap 40.55 36.68
Small Cap 11.96 5.29

Sector Allocation

Scheme Name

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 4.68 2.18
Communication 5.05 2.87
Energy 5.69 7.42
Technology 3.31 5.45
Materials 4.09 4.59
Construction 1.81 5.06
Consumer Staples 9.54 5.6
Healthcare 6.49 8.7
Financial 31.45 22.85
Automobile 7.72 8.53
Capital Goods 6.79 11.07
Metals & Mining 1.77 2.59
Chemicals 6.92 0.95
Services 4.69 9.45
Consumer Discretionary - 2.07
Textiles - 0.61

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