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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) | ₹1832 Cr | ₹3280 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% | 2.48% |
| 6 Month | 6.34% | 3.6% |
| 1 Year | 2.25% | 2.6% |
| 3 Year | 14.21% | 11.72% |
| 5 Year | 17.26% | 16.71% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.28% | -0.37% |
| 1 Year | 4.52% | 3.06% |
| 3 Year | 10.8% | 8.55% |
| 5 Year | 11.84% | 10.39% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.07% | 12.5% |
| 3 Year | 12.65% | 14.7% |
| 5 Year | 12.52% | - |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.17% | 11.22% |
| Sharp | 0.62% | 0.47% |
| Beta | 0.95% | 0.90% |
| Alpha | -0.37% | -2.26% |
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 | 5.5 | 8.97 |
| Large Cap | 85.25 | 81.71 |
| Small Cap | 2.56 | 2.26 |
| Mid Cap | 6.7 | 7.07 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.32 | 8.03 |
| Energy | 5.94 | 9.48 |
| Industrials | 11.92 | 6.63 |
| Technology | 9.84 | 8.45 |
| Consumer Cyclical | 16.81 | 10.99 |
| Financial Services | 33.53 | 31.99 |
| Healthcare | 7.07 | 5.14 |
| Consumer Defensive | 4.31 | 6.24 |
| Communication Services | 3.61 | 6.53 |
| Basic Materials | 2.42 | 4.48 |
| Utilities | 2.24 | 2.04 |
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