Sundaram Large Cap Fund Regular Plan vs HDFC Top 100 Fund compare
HDFC Large Cap Fund - Growth Option - Regular Plan
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹40618 Cr | ₹3394 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 11 Oct 1996 | 01 Oct 2020 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 14.32% | 23% |
| Expense Ratio | 1.62 | 1.93 |
| Manager | Dhruv Muchhal | Sudhir Kedia |
| ISIN Code | INF179K01BE2 | INF903JA1IZ3 |
| Exits Load | HDFC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Large Cap Fund - Regular Plan - 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 Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.48% | -1.03% |
| 6 Month | 1.98% | 0.64% |
| 1 Year | 7.25% | 4.18% |
| 3 Year | 16.12% | 12.17% |
| 5 Year | 17.57% | 13.63% |
SIP Return Analysis
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.78% | 2.13% |
| 1 Year | 11.06% | 8.84% |
| 3 Year | 12.33% | 9.82% |
| 5 Year | 14.68% | 11.15% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.59% | 11.14% |
| 3 Year | 16.62% | 14.21% |
| 5 Year | 15.26% | 15.42% |
Risk Management
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.44% | 11.12% |
| Sharp | 0.73% | 0.42% |
| Beta | 0.92% | 0.90% |
| Alpha | 1.29% | -2.21% |
Fund Managers
| Scheme Name | HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sudhir Kedia |
| Total AUM | ₹520687 Cr | ₹10423 Cr |
| Funds Managed | 40 | 8 |
| HDFC Large Cap Fund - Growth Option - Regular Plan | Sundaram Large Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.1 | 3.14 |
| Large Cap | 87.4 | 85.8 |
| Mid Cap | 8.5 | 8.81 |
| Small Cap | - | 2.26 |
Sector Allocation
| Scheme Name |
HDFC Large Cap Fund - Growth Option - Regular Plan |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.66 | 2.22 |
| Energy | 6.08 | 9.53 |
| Industrials | 7.65 | 6.89 |
| Technology | 3.35 | 8.94 |
| Consumer Defensive | 4.57 | 7.11 |
| Consumer Cyclical | 17.47 | 14.68 |
| Healthcare | 10.57 | 5.49 |
| Basic Materials | 5.09 | 4.15 |
| Financial Services | 34.32 | 32.12 |
| Utilities | 2.68 | 1.89 |
| Real Estate | 0.38 | - |
| Communication Services | 6.17 | 6.97 |
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