- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare
HSBC Large Cap Fund - Regular Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1919 Cr | ₹3394 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 10 Dec 2002 | 01 Oct 2020 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 63% | 23% |
| Expense Ratio | 2.13 | 1.93 |
| Manager | Gautam Bhupal | Sudhir Kedia |
| ISIN Code | INF336L01016 | INF903JA1IZ3 |
| Exits Load | HSBC 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 | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.28% | -0.52% |
| 6 Month | 5.01% | 2.46% |
| 1 Year | 0.63% | 2.28% |
| 3 Year | 14.34% | 11.36% |
| 5 Year | 13.71% | 13.54% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.21% | 2.4% |
| 1 Year | 14.8% | 11.14% |
| 3 Year | 12.97% | 10.37% |
| 5 Year | 13.02% | 11.26% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.7% | 11.14% |
| 3 Year | 12.74% | 14.21% |
| 5 Year | 12.6% | 15.42% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.13% | 11.12% |
| Sharp | 0.59% | 0.42% |
| Beta | 0.96% | 0.90% |
| Alpha | -0.11% | -2.21% |
Fund Managers
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Gautam Bhupal | Sudhir Kedia |
| Total AUM | ₹25949 Cr | ₹10423 Cr |
| Funds Managed | 13 | 8 |
| HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.43 | 3.14 |
| Large Cap | 84.11 | 85.8 |
| Small Cap | 2.22 | 2.26 |
| Mid Cap | 6.24 | 8.81 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.44 | 2.22 |
| Energy | 6.53 | 9.53 |
| Industrials | 10.36 | 6.89 |
| Technology | 9.98 | 8.94 |
| Consumer Cyclical | 15.41 | 14.68 |
| Consumer Defensive | 7.11 | 7.11 |
| Financial Services | 33.97 | 32.12 |
| Healthcare | 6.44 | 5.49 |
| Communication Services | 3.83 | 6.97 |
| Basic Materials | 1.81 | 4.15 |
| Utilities | 1.11 | 1.89 |
Top Comparisons
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.16%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns15.16%
Kotak Multicap Fund-Regular Plan-Growth
3Y Returns22.19%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.25%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.74%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.74%
