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HSBC Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
HSBC Large & Mid Cap Fund - Regular Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4314 Cr | ₹6789 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Apr 2019 | 27 Feb 2007 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 68% | 25% |
| Expense Ratio | 1.91 | 1.85 |
| Manager | Cheenu Gupta | Ashish Aggarwal |
| ISIN Code | INF336L01NY9 | INF903J01DT1 |
| Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Large and Mid Cap Fund - 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 & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.37% | -1.56% |
| 6 Month | 14.31% | 11.11% |
| 1 Year | -0.41% | 0.69% |
| 3 Year | 19.02% | 15.03% |
| 5 Year | 22.4% | 20.44% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.46% | 3.6% |
| 1 Year | 4.66% | 3.89% |
| 3 Year | 18.05% | 14.32% |
| 5 Year | 17.77% | 15.27% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.59% | 10.83% |
| 3 Year | 19.45% | 14.22% |
| 5 Year | 22.51% | 12.76% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.88% | 13.68% |
| Sharp | 0.82% | 0.73% |
| Beta | 0.97% | 0.98% |
| Alpha | 3.94% | 0.80% |
Fund Managers
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Cheenu Gupta | Ashish Aggarwal |
| Total AUM | ₹0 Cr | ₹9635 Cr |
| Funds Managed | 9 | 7 |
| HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.39 | 5.3 |
| Large Cap | 44.12 | 45.65 |
| Small Cap | 9.84 | 11.84 |
| Mid Cap | 38.64 | 37.21 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.95 | 2.13 |
| Energy | 0.02 | 6.6 |
| Industrials | 22.34 | 9.09 |
| Technology | 8.33 | 3.55 |
| Financial Services | 30.09 | 26.53 |
| Consumer Cyclical | 18.57 | 15.72 |
| Healthcare | 9.39 | 9.95 |
| Basic Materials | 2.13 | 7.94 |
| Utilities | 2 | 2.74 |
| Consumer Defensive | 1.71 | 5.95 |
| Real Estate | 0.09 | 2.64 |
| Communication Services | 3.38 | 7.15 |
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