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

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HSBC Large Cap Fund - Regular Growth

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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)	₹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

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	6.62%	6.72%
6 Month	-0.48%	1.87%
1 Year	8.15%	7.97%
3 Year	18.19%	15.99%
5 Year	20.78%	-

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	-0.3%	1.01%
1 Year	-5.79%	-2.92%
3 Year	12.35%	10.83%
5 Year	13.27%	-

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%	-

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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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

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

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