BANDHAN Core Equity Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹28980 Cr | ₹13636 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 09 Aug 2005 |
| 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 | 9.01% | 71% |
| Expense Ratio | 1.66 | 1.78 |
| Manager | Dhruv Muchhal | Manish Gunwani |
| ISIN Code | INF179KA1RT1 | INF194K01524 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.22% | -2.41% |
| 6 Month | -0.3% | 1.53% |
| 1 Year | 9.19% | 11.47% |
| 3 Year | 20.19% | 23.31% |
| 5 Year | 21.01% | 21.26% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.45% | 1.82% |
| 1 Year | 11.9% | 14.21% |
| 3 Year | 14.16% | 17.77% |
| 5 Year | 17.16% | 19.63% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.13% | 12.82% |
| 3 Year | 13.32% | 12.53% |
| 5 Year | 12.35% | 11.63% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.71% | 13.20% |
| Sharp | 0.96% | 1.19% |
| Beta | 1.01% | 0.95% |
| Alpha | 0.74% | 4.04% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Manish Gunwani |
| Total AUM | ₹520687 Cr | ₹8731 Cr |
| Funds Managed | 40 | 4 |
| HDFC Large and Mid Cap Fund - Growth Option | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5 | 10.6 |
| Large Cap | 44.33 | 33.9 |
| Small Cap | 11.8 | 16.66 |
| Mid Cap | 38.88 | 38.85 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.96 | 3.9 |
| Communication Services | 3.21 | 5.76 |
| Energy | 3.29 | 3.78 |
| Technology | 10.03 | 11.25 |
| Consumer Cyclical | 14.04 | 6.09 |
| Healthcare | 12.07 | 8.96 |
| Basic Materials | 6.95 | 6.66 |
| Consumer Defensive | 2.84 | 4.98 |
| Industrials | 9.77 | 10.68 |
| Financial Services | 31.14 | 32.98 |
| Real Estate | 2.29 | 3.63 |
| Utilities | 3.41 | 1.33 |
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