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) | ₹9107 Cr | ₹6671 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 | 2.51% | 3.66% |
6 Month | 1.63% | -0.19% |
1 Year | 5.06% | 2.16% |
3 Year | 28.62% | 20.85% |
5 Year | 28.02% | 22.69% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 9.99% | 9.77% |
1 Year | 10.69% | 9.14% |
3 Year | 25.14% | 18.01% |
5 Year | 23.94% | 17.78% |
Rolling Lumpsum Returns
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.79% | 11.11% |
3 Year | 12.1% | 14.14% |
5 Year | 11.08% | 12.65% |
Risk Management
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.41% | 14.95% |
Sharp | 1.25% | 0.74% |
Beta | 0.95% | 1.00% |
Alpha | 7.70% | 0.27% |
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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 | 6.84 | 5.39 |
Large Cap | 36.79 | 49.16 |
Mid Cap | 37.82 | 35.94 |
Small Cap | 18.55 | 9.51 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 5.7 | 3.72 |
Basic Materials | 7.67 | 6.8 |
Energy | 3.33 | 6.91 |
Financial Services | 29.63 | 26.7 |
Technology | 8.94 | 4.98 |
Healthcare | 7.63 | 9.5 |
Industrials | 10.64 | 9.43 |
Consumer Cyclical | 9.44 | 14.7 |
Communication Services | 5.06 | 6.84 |
Consumer Defensive | 5.64 | 5.63 |
Real Estate | 3.79 | 2.18 |
Utilities | 2.53 | 2.61 |
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