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

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

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹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	-4.61%	-6.43%
6 Month	-9.03%	-6.81%
1 Year	8.34%	13.05%
3 Year	14.45%	13.05%
5 Year	17.1%	16.35%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	3.54%	11.34%
3 Year	17.81%	21.1%
5 Year	19.64%	21.25%

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	0.76%	0.93%
Beta	0.84%	0.94%
Alpha	0.33%	-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