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) | ₹10231 Cr | ₹6651 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 | 3.53% | 3.29% |
6 Month | 17.9% | 16.46% |
1 Year | -1.37% | -1.62% |
3 Year | 24.13% | 15.58% |
5 Year | 25.25% | 20.18% |
SIP Return Analysis
Scheme Name | Bandhan Large & Mid Cap Fund - Regular Plan - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.04% | 3.78% |
1 Year | 14.21% | 9.7% |
3 Year | 22.16% | 15.18% |
5 Year | 21.88% | 15.49% |
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 | 13.47% | 13.60% |
Sharp | 1.11% | 0.57% |
Beta | 0.96% | 0.98% |
Alpha | 8.04% | 0.69% |
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 | 11.37 | 4.85 |
Large Cap | 35.72 | 44.66 |
Small Cap | 13.92 | 12.29 |
Mid Cap | 38.99 | 38.19 |
Sector Allocation
Scheme Name |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 7.95 | 2.77 |
Energy | 3.63 | 6.42 |
Technology | 10.22 | 3.82 |
Consumer Cyclical | 10.3 | 15.64 |
Industrials | 9.23 | 9.52 |
Financial Services | 26.86 | 26.08 |
Healthcare | 7.08 | 10.24 |
Real Estate | 3.34 | 2.64 |
Basic Materials | 7.48 | 8.54 |
Communication Services | 4.78 | 5.98 |
Consumer Defensive | 7.13 | 5.69 |
Utilities | 2.01 | 2.67 |
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