BANDHAN Core Equity Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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tortoise-icon BANDHAN Core Equity Fund - Regular Plan - Growth

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5350 Cr ₹6862 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Aug 2005 10 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 1.85 1.8
Manager Manish Gunwani Ashish Aggarwal
ISIN Code INF194K01524 INF903J01DT1
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 3.65% 1.74%
6 Month 26.24% 20.95%
1 Year 58.3% 45.53%
3 Year 27.55% 21.07%
5 Year 26.87% 24.83%

SIP Return Analysis

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 22.61% 16.68%
3 Year 55.55% 36.77%
5 Year 100.13% 71.73%

Rolling Lumpsum Returns

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 26.71% 21.86%
3 Year 72.18% 54.63%
5 Year 108.92% 79.56%

Risk Management

Scheme Name BANDHAN Core Equity Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.84% 12.94%
Sharp 1.39% 0.93%
Beta 0.93% 0.94%
Alpha 3.83% -2.61%

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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
Fund Manage 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 3.3 5.32
Large Cap 44.47 52.7
Mid Cap 36.32 36.68
Small Cap 15.95 5.29

Sector Allocation

Scheme Name

BANDHAN Core Equity Fund - Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 3.3 2.18
Petroleum Products 3.92 -
IT - Software 6.63 -
Cement & Cement Products 2.01 -
Pharmaceuticals & Biotechnology 7.13 -
IT - Services 0.24 -
Construction 2.81 5.06
Finance 6.76 -
Diversified FMCG 2.01 -
Non - Ferrous Metals 0.45 -
Banks 16.01 -
Electrical Equipment 3.53 -
Auto Components 4.47 -
Industrial Manufacturing 0.34 -
Industrial Products 3.09 -
Telecom - Services 3.07 -
Capital Markets 0.98 -
Consumer Durables 1.39 -
Transport Services 2.26 -
Automobiles 3.57 -
Insurance 1.82 -
Chemicals & Petrochemicals 0.92 -
Agricultural, Commercial & Construction Vehicles 0.99 -
Ferrous Metals 0.8 -
Entertainment 0.64 -
Fertilizers & Agrochemicals 0.56 -
Oil 1.55 -
Commercial Services & Supplies 1.09 -
Retailing 5.19 -
Healthcare Services 1.47 -
Financial Technology (Fintech) 1.81 -
Diversified 0.84 -
Realty 2.85 -
Minerals & Mining 0.68 -
Leisure Services 1.05 -
Beverages 0.37 -
Power 1.72 -
Textiles & Apparels 1.3 -
Gas 0.42 -
Energy - 7.42
Materials - 4.59
Technology - 5.45
Financial - 22.85
Healthcare - 8.7
Consumer Staples - 5.6
Metals & Mining - 2.59
Services - 9.45
Capital Goods - 11.07
Automobile - 8.53
Consumer Discretionary - 2.07
Communication - 2.87
Chemicals - 0.95
Textiles - 0.61

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