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) | ₹12784 Cr | ₹6987 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 | -0.58% | -0.62% |
| 6 Month | 2.44% | 0.75% |
| 1 Year | 7.72% | 4.13% |
| 3 Year | 22.53% | 15.99% |
| 5 Year | 20.43% | 15.94% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.98% | 0.87% |
| 1 Year | 11.55% | 9.74% |
| 3 Year | 17.39% | 12.19% |
| 5 Year | 19.2% | 13.38% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.85% | 10.26% |
| 3 Year | 12.53% | 14.47% |
| 5 Year | 11.61% | 13.23% |
Risk Management
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.84% | 12.94% |
| Sharp | 1.24% | 0.8% |
| Beta | 0.95% | 0.96% |
| Alpha | 4.12% | -1.75% |
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 | 9.63 | 6.4 |
| Large Cap | 34.4 | 44.53 |
| Mid Cap | 39.4 | 37.64 |
| Small Cap | 16.58 | 11.42 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.9 | 3.23 |
| Energy | 3.53 | 6.98 |
| Technology | 12.13 | 4.8 |
| Basic Materials | 4.84 | 7.5 |
| Industrials | 9.76 | 11.18 |
| Financial Services | 31.37 | 29.26 |
| Healthcare | 9.67 | 9.7 |
| Consumer Cyclical | 7.45 | 13.46 |
| Real Estate | 3.67 | 2.75 |
| Communication Services | 5.55 | 5.14 |
| Consumer Defensive | 6.22 | 4.33 |
| Utilities | 0.92 | 1.68 |
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