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)	₹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

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%

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%

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%

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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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

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

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