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

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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tortoise-icon 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) ₹23140 Cr ₹6470 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 3.55% 2.25%
6 Month -1.4% -5.1%
1 Year 4.03% 2.86%
3 Year 25% 20.17%
5 Year 28.89% 23.17%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 8.84% 6.68%
1 Year 7.29% 3.1%
3 Year 20.23% 15.85%
5 Year 21.82% 16.57%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 13.8% 11.11%
3 Year 11.12% 14.14%
5 Year 11.46% 12.65%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 14.902% 14.877%
Sharp 0.746% 0.357%
Beta 1.012% 0.998%
Alpha 4.586% -1.131%

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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 1.86 3.47
Large Cap 46.7 52.13
Small Cap 15.1 8.46
Mid Cap 36.35 35.95

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.03 3.47
Communication Services 2.8 5.74
Basic Materials 5.38 4.8
Energy 3.19 6.53
Technology 11.17 7.5
Consumer Cyclical 13.16 16.44
Healthcare 12.81 9.93
Industrials 11.76 12.24
Financial Services 30.96 23.3
Consumer Defensive 2.49 5.14
Utilities 3.91 2.39
Real Estate 1.35 2.54

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