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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
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) | ₹7943 Cr | ₹6470 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 | 1.77 | 1.85 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.65% | 7.12% |
| 6 Month | -7.38% | -8.17% |
| 1 Year | 6.53% | 8.51% |
| 3 Year | 15.57% | 13.21% |
| 5 Year | 23.53% | 23.18% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.52% | -4.12% |
| 1 Year | -10.01% | -11.63% |
| 3 Year | 11.46% | 12.32% |
| 5 Year | 14.99% | 15% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.65% | 11.53% |
| 3 Year | 15.07% | 14.16% |
| 5 Year | 14.35% | 12.49% |
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% | 14.877% |
| Sharp | 0.61% | 0.357% |
| Beta | 0.86% | 0.998% |
| Alpha | 0.19% | -1.131% |
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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 |
| Funds Managed | 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 | 5.97 | 3.47 |
| Large Cap | 43.35 | 52.13 |
| Mid Cap | 36.2 | 35.95 |
| Small Cap | 14.48 | 8.46 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.77 | 3.47 |
| Communication Services | 5.31 | 5.74 |
| Energy | 4.53 | 6.53 |
| Technology | 4.49 | 7.5 |
| Basic Materials | 11.06 | 4.8 |
| Industrials | 11.22 | 12.24 |
| Financial Services | 33.79 | 23.3 |
| Consumer Defensive | 6.26 | 5.14 |
| Healthcare | 6.97 | 9.93 |
| Consumer Cyclical | 6.92 | 16.44 |
| Utilities | 1.73 | 2.39 |
| Real Estate | 1.96 | 2.54 |
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