Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Invest Now

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

Invest Now

Chart Comparison

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

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 ₹7047 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 -1.29% -0.61%
6 Month 5.1% 4.72%
1 Year 3.79% 0.19%
3 Year 22.39% 15.48%
5 Year 22.3% 17.77%

SIP Return Analysis

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 2.5% 1.98%
1 Year 17.3% 14.33%
3 Year 19.95% 14.16%
5 Year 20.53% 14.48%

Rolling Lumpsum Returns

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 12.95% 10.41%
3 Year 12.48% 14.43%
5 Year 11.5% 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 1.15% 0.69%
Beta 0.95% 0.96%
Alpha 4.33% -1.71%

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

Top Comparisons

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns17.99%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns21.5%

Compare Now

Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth

3Y Returns12.61%

VS

Motilal Oswal Asset Allocation FOF- C- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

3Y Returns14.12%

Compare Now

Tata Silver Exchange Traded Fund Tata Silver Exchange Traded Fund

3Y Returns0%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns13.18%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns19%

VS

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns11.48%

Compare Now
Add to Cart Successfully