HSBC Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

HSBC Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

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HSBC Large & Mid Cap Fund - Regular Growth

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Sundaram Large and Midcap 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 & 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	-1.12%	0.23%
6 Month	8.23%	6.76%
1 Year	4.12%	6.94%
3 Year	20.68%	16.71%
5 Year	19.88%	19.11%

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	16.61%	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	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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