Sundaram Large and Midcap Fund Regular Plan vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹3873 Cr | ₹6470 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 | -6.91% | -3.58% |
6 Month | -11.12% | -7.96% |
1 Year | 12.44% | 8.58% |
3 Year | 14.09% | 11.87% |
5 Year | 16.74% | 15.03% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -1.67% | -0.84% |
3 Year | 20.39% | 16.29% |
5 Year | 20.39% | 18.08% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 21.03% | 11.53% |
3 Year | 19.46% | 14.16% |
5 Year | 21.66% | 12.49% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.09% | 12.94% |
Sharp | 1.13% | 0.93% |
Beta | 0.93% | 0.94% |
Alpha | 0.54% | -2.61% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 5.47 | 5.24 |
Small Cap | 14.21 | 9.27 |
Large Cap | 38.58 | 48.56 |
Mid Cap | 41.74 | 36.97 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 5.47 | 5.24 |
Realty | 3.9 | 2.38 |
Petroleum Products | 0.02 | 5.01 |
Electrical Equipment | 17.12 | 3.51 |
IT - Software | 7.87 | 6.69 |
Capital Markets | 9.22 | 1.42 |
Retailing | 10.79 | 3.96 |
Construction | 0.63 | 2.19 |
Healthcare Services | 2.16 | 3.19 |
Banks | 6.56 | 17.11 |
Pharmaceuticals & Biotechnology | 2.87 | 6.44 |
Leisure Services | 0.92 | 2.31 |
Paper, Forest & Jute Products | 0.77 | - |
Aerospace & Defense | 4.66 | 0.87 |
Power | 3.74 | 2.69 |
Automobiles | 3.7 | 1.67 |
Finance | 1.01 | 2.61 |
Beverages | 0.06 | 2.67 |
Industrial Manufacturing | 4.04 | - |
Personal Products | 0.31 | - |
Industrial Products | 3.01 | 3.29 |
Consumer Durables | 6.97 | 4.37 |
Auto Components | 0.02 | 7.41 |
Telecom - Services | 0.37 | 3.28 |
Financial Technology (Fintech) | 3.16 | 0.12 |
Cement & Cement Products | 0.65 | 1.64 |
IT - Services | - | 0.85 |
Diversified FMCG | - | 1.87 |
Non - Ferrous Metals | - | 1.35 |
Transport Services | - | 0.73 |
Insurance | - | 0.94 |
Agricultural Food & other Products | - | 0.84 |
Household Products | - | 0.93 |
Consumable Fuels | - | 0.54 |
Fertilizers & Agrochemicals | - | 1.14 |
Transport Infrastructure | - | 0.78 |
Top Comparisons
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns12.75%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns16.97%
HDFC Asset Allocator Fund of Funds - Growth Option
3Y Returns13.99%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns12.61%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns12.89%
HSBC Managed Solutions - Growth - Growth
3Y Returns11.04%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns17.24%
HSBC Consumption Fund - Regular (G)
3Y Returns0%