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) | ₹11799 Cr | ₹6998 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 | 0.9% | 0.35% |
| 6 Month | 8.33% | 7.54% |
| 1 Year | 8.26% | 4.28% |
| 3 Year | 23.32% | 16.33% |
| 5 Year | 23.38% | 18.88% |
SIP Return Analysis
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.32% | 2.85% |
| 1 Year | 16.77% | 13.7% |
| 3 Year | 21.28% | 15.22% |
| 5 Year | 21.56% | 15.41% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.97% | 10.46% |
| 3 Year | 12.47% | 14.42% |
| 5 Year | 11.48% | 13.13% |
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 | 9.06 | 4.68 |
| Large Cap | 36.36 | 44.66 |
| Small Cap | 14.57 | 11.92 |
| Mid Cap | 40.01 | 38.74 |
Sector Allocation
| Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.61 | 1.92 |
| Energy | 3.64 | 6.96 |
| Technology | 9.95 | 4 |
| Consumer Cyclical | 8.12 | 14.56 |
| Industrials | 9.16 | 11.08 |
| Financial Services | 31.72 | 28.45 |
| Healthcare | 8.29 | 9.89 |
| Real Estate | 3.67 | 2.8 |
| Basic Materials | 6.58 | 8.73 |
| Communication Services | 5.72 | 5.36 |
| Consumer Defensive | 7.44 | 4.53 |
| Utilities | 1.11 | 1.73 |
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