BANDHAN Core Equity Fund vs Sundaram Large and Midcap Fund Regular Plan compare
BANDHAN Core Equity Fund - Regular Plan - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | BANDHAN Core Equity Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | BANDHAN Core Equity Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7574 Cr | ₹6470 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 Core Equity Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | -3.82% | -3.54% |
6 Month | -16.76% | -15.63% |
1 Year | 10.99% | 5.54% |
3 Year | 20.74% | 12.37% |
5 Year | 24.01% | 18.21% |
SIP Return Analysis
Scheme Name | BANDHAN Core Equity Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | -9.42% | -10.38% |
1 Year | -16.08% | -18.45% |
3 Year | 18.29% | 10.19% |
5 Year | 20.75% | 14.25% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Core Equity Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.23% | 11.53% |
3 Year | 11.91% | 14.16% |
5 Year | 10.96% | 12.49% |
Risk Management
Scheme Name | BANDHAN Core Equity Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.642% | 14.877% |
Sharp | 0.906% | 0.357% |
Beta | 0.97% | 0.998% |
Alpha | 6.978% | -1.131% |
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Fund Managers
Scheme Name | BANDHAN Core Equity 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 Core Equity Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
BANDHAN Core Equity Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 8.52 | 3.47 |
Large Cap | 43.7 | 52.13 |
Mid Cap | 35.19 | 35.95 |
Small Cap | 12.59 | 8.46 |
Sector Allocation
Scheme Name |
BANDHAN Core Equity Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 8.45 | 3.47 |
Basic Materials | 9.93 | 4.8 |
Energy | 2.62 | 6.53 |
Technology | 8.49 | 7.5 |
Consumer Cyclical | 10.63 | 16.44 |
Healthcare | 10.8 | 9.93 |
Consumer Defensive | 6.69 | 5.14 |
Industrials | 9.41 | 12.24 |
Financial Services | 25.96 | 23.3 |
Communication Services | 3.05 | 5.74 |
Real Estate | 2.87 | 2.54 |
Utilities | 1.11 | 2.39 |
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