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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) | ₹4613 Cr | ₹6998 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 | 0.54% | 1.52% |
| 6 Month | 7.87% | 7.23% |
| 1 Year | 1.7% | 4.66% |
| 3 Year | 20.21% | 16.37% |
| 5 Year | 19.86% | 19.21% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.85% | 2.85% |
| 1 Year | 13.52% | 13.7% |
| 3 Year | 17.77% | 15.22% |
| 5 Year | 17.57% | 15.41% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.49% | 10.46% |
| 3 Year | 19.56% | 14.42% |
| 5 Year | 22.28% | 13.13% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.66% | 13.49% |
| Sharp | 0.84% | 0.71% |
| Beta | 1.00% | 0.96% |
| Alpha | 1.09% | -1.82% |
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 | 12.95 | 4.68 |
| Large Cap | 37.68 | 44.66 |
| Small Cap | 14.36 | 11.92 |
| Mid Cap | 35 | 38.74 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.79 | 1.92 |
| Energy | 0.02 | 6.96 |
| Industrials | 21.2 | 11.08 |
| Technology | 10.75 | 4 |
| Financial Services | 30.25 | 28.45 |
| Consumer Cyclical | 19.43 | 14.56 |
| Healthcare | 8.73 | 9.89 |
| Basic Materials | 0.22 | 8.73 |
| Utilities | 0.11 | 1.73 |
| Consumer Defensive | 1.56 | 4.53 |
| Real Estate | 0 | 2.8 |
| Communication Services | 3.93 | 5.36 |
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