BANDHAN Core Equity Fund vs Sundaram Large and Midcap Fund Regular Plan compare
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹10818 Cr | ₹6740 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Aug 2005 | 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 | 71% | 25% |
| Expense Ratio | 1.78 | 1.85 |
| Manager | Manish Gunwani | Ashish Aggarwal |
| ISIN Code | INF194K01524 | INF903J01DT1 |
| Exits Load | 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 | 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 | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.01% | 1.48% |
| 6 Month | 11.66% | 8.9% |
| 1 Year | 5.2% | 2.08% |
| 3 Year | 23.08% | 15.74% |
| 5 Year | 24.62% | 20.1% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.09% | 5.15% |
| 1 Year | 18.5% | 16.44% |
| 3 Year | 21.75% | 15.97% |
| 5 Year | 21.65% | 15.73% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.21% | 10.64% |
| 3 Year | 12.32% | 14.28% |
| 5 Year | 11.26% | 12.91% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.31% | 13.49% |
| Sharp | 1.18% | 0.71% |
| Beta | 0.94% | 0.96% |
| Alpha | 4.39% | -1.82% |
Fund Managers
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Manish Gunwani | Ashish Aggarwal |
| Total AUM | ₹8731 Cr | ₹9635 Cr |
| Funds Managed | 4 | 7 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.81 | 5.37 |
| Large Cap | 35.86 | 44.26 |
| Mid Cap | 40.89 | 38.01 |
| Small Cap | 14.44 | 12.36 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.11 | 3.16 |
| Energy | 3.74 | 6.69 |
| Technology | 8.77 | 3.67 |
| Consumer Cyclical | 11.03 | 15.48 |
| Industrials | 8.68 | 10.75 |
| Financial Services | 28.6 | 26.64 |
| Healthcare | 7.68 | 10.25 |
| Real Estate | 3.49 | 2.58 |
| Basic Materials | 8.26 | 8.57 |
| Communication Services | 5.45 | 5.83 |
| Consumer Defensive | 7.48 | 4.69 |
| Utilities | 1.71 | 1.69 |
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