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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 | Very High |
| 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 | 2.55% | 2.88% |
| 6 Month | -8.4% | -4.23% |
| 1 Year | 2.86% | 6.64% |
| 3 Year | 16.66% | 14.96% |
| 5 Year | 23.04% | 23.11% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.46% | 0.39% |
| 1 Year | -12.89% | -4.99% |
| 3 Year | 16.54% | 15.31% |
| 5 Year | 17.5% | 16.74% |
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 | 16.811% | 14.877% |
| Sharp | 0.444% | 0.357% |
| Beta | 0.981% | 0.998% |
| Alpha | 1.122% | -1.131% |
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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 |
| Funds Managed | 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 | 1.85 | 3.47 |
| Large Cap | 44.97 | 52.13 |
| Small Cap | 12.89 | 8.46 |
| Mid Cap | 40.28 | 35.95 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.85 | 3.47 |
| Energy | 0.02 | 6.53 |
| Industrials | 25.68 | 12.24 |
| Technology | 16.65 | 7.5 |
| Financial Services | 22.6 | 23.3 |
| Consumer Cyclical | 16.84 | 16.44 |
| Healthcare | 7.54 | 9.93 |
| Basic Materials | 1.65 | 4.8 |
| Utilities | 3.11 | 2.39 |
| Consumer Defensive | 0.41 | 5.14 |
| Real Estate | 2.12 | 2.54 |
| Communication Services | 1.52 | 5.74 |
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