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) | ₹1888 Cr | ₹3471 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 | -1.62% | -1.13% |
6 Month | 5.11% | 6.17% |
1 Year | -1.94% | -1.11% |
3 Year | 14.73% | 13.63% |
5 Year | 17.71% | - |
SIP Return Analysis
Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.74% | 2.59% |
1 Year | 1.87% | 2.33% |
3 Year | 13.56% | 11.49% |
5 Year | 13.95% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.61% | 13.84% |
3 Year | 12.53% | 14.84% |
5 Year | 12.36% | - |
Risk Management
Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.65% | 12.21% |
Sharp | 0.90% | 0.83% |
Beta | 0.99% | 0.91% |
Alpha | -0.56% | -1.56% |
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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 | 9.68 | 5.94 |
Large Cap | 81.48 | 82.36 |
Small Cap | 1.96 | 2.63 |
Mid Cap | 6.88 | 9.07 |
Sector Allocation
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.18 | 4.93 |
Energy | 3.89 | 9.37 |
Industrials | 7.92 | 7.24 |
Technology | 10.19 | 9.25 |
Basic Materials | 3.69 | 4.13 |
Financial Services | 35.19 | 34.03 |
Healthcare | 6.92 | 6.96 |
Consumer Defensive | 5.42 | 6.06 |
Consumer Cyclical | 14.1 | 9.47 |
Communication Services | 3.56 | 6.66 |
Utilities | 2.93 | 1.9 |
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