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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) | ₹1828 Cr | ₹3319 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 | 3.25% | 3.03% |
| 6 Month | -4.36% | -1.37% |
| 1 Year | 4.54% | 5.31% |
| 3 Year | 14.5% | 12.96% |
| 5 Year | 19.46% | - |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.51% | 1.55% |
| 1 Year | -4.23% | -2.16% |
| 3 Year | 14.03% | 12.21% |
| 5 Year | 14.55% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.04% | 16.09% |
| 3 Year | 12.53% | 15.35% |
| 5 Year | 12.28% | - |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.193% | 12.412% |
| Sharp | 0.369% | 0.415% |
| Beta | 0.998% | 0.927% |
| Alpha | -0.734% | -1.547% |
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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 | 4.08 | 4.17 |
| Large Cap | 82.36 | 86.51 |
| Small Cap | 4.89 | 1.84 |
| Mid Cap | 8.66 | 7.49 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.48 | 4.17 |
| Energy | 6.28 | 5.73 |
| Technology | 13.74 | 10.54 |
| Industrials | 10.76 | 9.32 |
| Basic Materials | 6.14 | 4 |
| Consumer Defensive | 6.13 | 5.97 |
| Financial Services | 27.66 | 34.16 |
| Healthcare | 6.85 | 7.65 |
| Utilities | 3.81 | 1.92 |
| Consumer Cyclical | 11.58 | 10.65 |
| Real Estate | 2.04 | - |
| Communication Services | 3.56 | 5.88 |
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