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HSBC Large Cap Fund vs Sundaram Large Cap Fund Regular Plan compare

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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tortoise-icon Sundaram Large Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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