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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) | ₹4664 Cr | ₹7047 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 | 0.04% | 0.31% |
| 6 Month | 5.05% | 5.74% |
| 1 Year | -2.65% | 4.36% |
| 3 Year | 21.18% | 16.78% |
| 5 Year | 18.93% | 18.27% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.25% | 0.71% |
| 1 Year | 11.08% | 10.88% |
| 3 Year | 15.81% | 13.75% |
| 5 Year | 16.54% | 14.51% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.18% | 10.34% |
| 3 Year | 19.53% | 14.44% |
| 5 Year | 22.24% | 13.16% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.68% | 12.94% |
| Sharp | 0.82% | 0.76% |
| Beta | 1.01% | 0.96% |
| Alpha | 1.21% | -1.65% |
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 | 17.69 | 6.4 |
| Large Cap | 36.62 | 44.53 |
| Small Cap | 14.79 | 11.42 |
| Mid Cap | 30.91 | 37.64 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.87 | 3.23 |
| Energy | 1.54 | 6.98 |
| Industrials | 19.7 | 11.18 |
| Technology | 9.04 | 4.8 |
| Financial Services | 35.87 | 29.26 |
| Consumer Cyclical | 17.52 | 13.46 |
| Healthcare | 8.95 | 9.7 |
| Basic Materials | 0.06 | 7.5 |
| Real Estate | 0 | 2.75 |
| Utilities | 0.07 | 1.68 |
| Consumer Defensive | 1.44 | 4.33 |
| Communication Services | 3.93 | 5.14 |
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