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) | ₹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 |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.19% | 1.74% |
| 6 Month | 18.55% | 20.95% |
| 1 Year | 33.18% | 45.53% |
| 3 Year | 18.7% | 21.07% |
| 5 Year | 22.83% | 24.83% |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.21% | 16.68% |
| 3 Year | 37.19% | 36.77% |
| 5 Year | 73.24% | 71.73% |
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.29% | 21.86% |
| 3 Year | 57.36% | 54.63% |
| 5 Year | 81.2% | 79.56% |
| 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 | 1.14% | 0.93% |
| Beta | 0.83% | 0.94% |
| Alpha | 0.43% | -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 |
|---|---|---|
| Large Cap | 42.67 | 52.7 |
| Mid Cap | 40.55 | 36.68 |
| Others | 4.82 | 5.32 |
| Small Cap | 11.96 | 5.29 |
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Financial | 31.45 | 22.85 |
| Consumer Staples | 9.54 | 5.6 |
| Energy | 5.69 | 7.42 |
| Chemicals | 6.92 | 0.95 |
| Capital Goods | 6.79 | 11.07 |
| Others | 4.68 | 2.18 |
| Communication | 5.05 | 2.87 |
| Automobile | 7.72 | 8.53 |
| Healthcare | 6.49 | 8.7 |
| Services | 4.69 | 9.45 |
| Construction | 1.81 | 5.06 |
| Metals & Mining | 1.77 | 2.59 |
| Technology | 3.31 | 5.45 |
| Materials | 4.09 | 4.59 |
| Consumer Discretionary | - | 2.07 |
| Textiles | - | 0.61 |
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