HDFC Top 100 Fund vs Sundaram Large Cap Fund Regular Plan compare
HDFC Large Cap Fund - Growth Option - Regular Plan
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹38251 Cr | ₹3280 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 Oct 1996 | 01 Oct 2020 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 14.32% | 23% |
| Expense Ratio | 1.62 | 1.93 |
| Manager | Dhruv Muchhal | Sudhir Kedia |
| ISIN Code | INF179K01BE2 | INF903JA1IZ3 |
| Exits Load | HDFC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.33% | 2.48% |
| 6 Month | 4.56% | 3.6% |
| 1 Year | 3.47% | 2.6% |
| 3 Year | 15.86% | 11.72% |
| 5 Year | 21.76% | 16.71% |
SIP Return Analysis
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.33% | -0.51% |
| 1 Year | 5.94% | 3.12% |
| 3 Year | 11.27% | 8.43% |
| 5 Year | 14.13% | 10.41% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.67% | 12.5% |
| 3 Year | 15.6% | 14.7% |
| 5 Year | 15.03% | - |
Risk Management
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.53% | 11.22% |
| Sharp | 0.78% | 0.47% |
| Beta | 0.92% | 0.90% |
| Alpha | 1.27% | -2.26% |
Fund Managers
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sudhir Kedia |
| Total AUM | ₹520687 Cr | ₹10423 Cr |
| Funds Managed | 40 | 8 |
| HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.52 | 8.97 |
| Large Cap | 89.99 | 81.71 |
| Mid Cap | 7.49 | 7.07 |
| Small Cap | - | 2.26 |
Sector Allocation
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.98 | 8.03 |
| Energy | 5.09 | 9.48 |
| Industrials | 7.12 | 6.63 |
| Technology | 4.51 | 8.45 |
| Consumer Defensive | 4.78 | 6.24 |
| Consumer Cyclical | 18.6 | 10.99 |
| Basic Materials | 5.5 | 4.48 |
| Financial Services | 32.92 | 31.99 |
| Healthcare | 9.17 | 5.14 |
| Utilities | 4.09 | 2.04 |
| Real Estate | 0.39 | - |
| Communication Services | 5.85 | 6.53 |
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