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Sundaram Large and Midcap Fund Regular Plan vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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 | 2.92% | 2.88% |
| 6 Month | -3.65% | -4.23% |
| 1 Year | 5.76% | 6.64% |
| 3 Year | 19.64% | 14.96% |
| 5 Year | 28.14% | 23.11% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.59% | 0.39% |
| 1 Year | -3.84% | -4.99% |
| 3 Year | 19.08% | 15.31% |
| 5 Year | 21.77% | 16.74% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.17% | 11.53% |
| 3 Year | 10.86% | 14.16% |
| 5 Year | 11.39% | 12.49% |
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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