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) | ₹9997 Cr | ₹6789 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 | -1.24% | -1.58% |
6 Month | 14.67% | 15.03% |
1 Year | -4.17% | -3.58% |
3 Year | 22.66% | 15.12% |
5 Year | 24.9% | 19.16% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 1.75% | 0.93% |
1 Year | 5.19% | 2.38% |
3 Year | 20.18% | 13.56% |
5 Year | 21.1% | 14.93% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.51% | 10.83% |
3 Year | 12.23% | 14.22% |
5 Year | 11.2% | 12.76% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.41% | 13.68% |
Sharp | 1.25% | 0.73% |
Beta | 0.95% | 0.98% |
Alpha | 7.90% | 0.80% |
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 | 8.16 | 5.3 |
Large Cap | 38.79 | 45.65 |
Small Cap | 13.63 | 11.84 |
Mid Cap | 39.42 | 37.21 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 5.26 | 2.13 |
Energy | 3.78 | 6.6 |
Technology | 10.04 | 3.55 |
Consumer Cyclical | 9.6 | 15.72 |
Industrials | 9.53 | 9.09 |
Financial Services | 29.98 | 26.53 |
Basic Materials | 7.25 | 7.94 |
Healthcare | 6.79 | 9.95 |
Real Estate | 3.67 | 2.64 |
Communication Services | 4.54 | 7.15 |
Consumer Defensive | 6.73 | 5.95 |
Utilities | 2.83 | 2.74 |
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