- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4088 Cr | ₹6740 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 | 0.52% | 2.19% |
| 6 Month | 9.22% | 7.5% |
| 1 Year | 5.96% | 7.24% |
| 3 Year | 20.19% | 16.27% |
| 5 Year | 20.33% | 19.56% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.48% | 3.19% |
| 1 Year | 15.15% | 14.72% |
| 3 Year | 17.87% | 15.17% |
| 5 Year | 17.43% | 15.2% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.61% | 10.52% |
| 3 Year | 19.52% | 14.39% |
| 5 Year | 22.34% | 13.1% |
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 | 10.36 | 5.37 |
| Large Cap | 39.85 | 44.26 |
| Small Cap | 13.15 | 12.36 |
| Mid Cap | 36.65 | 38.01 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.32 | 3.16 |
| Energy | 0.02 | 6.69 |
| Industrials | 22.59 | 10.75 |
| Technology | 11.75 | 3.67 |
| Financial Services | 30.35 | 26.64 |
| Consumer Cyclical | 19.6 | 15.48 |
| Healthcare | 7.86 | 10.25 |
| Basic Materials | 0.46 | 8.57 |
| Utilities | 0.48 | 1.69 |
| Consumer Defensive | 1.79 | 4.69 |
| Real Estate | 0.04 | 2.58 |
| Communication Services | 3.74 | 5.83 |
Top Comparisons
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns22.2%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns11.25%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns12.85%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns16.9%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns21.33%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns21.73%
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
3Y Returns13.08%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns15.44%
