Sundaram Large and Midcap Fund Regular Plan vs HDFC Large and Mid Cap Fund compare

Sundaram Large and Midcap Fund Regular Plan vs HDFC Large and Mid Cap Fund compare

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HDFC Large and Mid Cap Fund - Growth Option

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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	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹26406 Cr	₹6789 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	18 Feb 1994	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	9.01%	25%
Expense Ratio	1.66	1.85
Manager	Dhruv Muchhal	Ashish Aggarwal
ISIN Code	INF179KA1RT1	INF903J01DT1
Exits Load	HDFC Large and Mid Cap Fund - Regular - 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	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	2.81%	2.39%
6 Month	16.58%	15.31%
1 Year	-2.32%	-2.3%
3 Year	19.37%	14.35%
5 Year	25.64%	20.4%

SIP Return Analysis

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	4.07%	3.78%
1 Year	12.32%	9.7%
3 Year	18.23%	15.18%
5 Year	19.9%	15.49%

Rolling Lumpsum Returns

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	13.53%	10.83%
3 Year	11.24%	14.22%
5 Year	11.53%	12.76%

Risk Management

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	14.05%	13.60%
Sharp	0.85%	0.57%
Beta	1.03%	0.98%
Alpha	4.53%	0.69%

Fund Managers

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Dhruv Muchhal	Ashish Aggarwal
Total AUM	₹520687 Cr	₹9635 Cr
Funds Managed	40	7
	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	3.57	5.3
Large Cap	44.13	45.65
Small Cap	14.19	11.84
Mid Cap	38.11	37.21

Sector Allocation

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	0.65	2.13
Communication Services	3.21	7.15
Energy	3.12	6.6
Technology	9.6	3.55
Consumer Cyclical	13.7	15.72
Healthcare	12.95	9.95
Industrials	10.83	9.09
Basic Materials	6.59	7.94
Consumer Defensive	2.6	5.95
Financial Services	30.65	26.53
Real Estate	2.4	2.64
Utilities	3.7	2.74

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