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Sundaram Large Cap Fund Regular Plan vs HDFC Top 100 Fund compare

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tortoise-icon HDFC Large Cap Fund - Growth Option - Regular Plan

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tortoise-icon Sundaram Large Cap 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 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) ₹37659 Cr ₹3302 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 2.38% 1.37%
6 Month 12.19% 11.28%
1 Year -2.8% -3.56%
3 Year 16.61% 12.35%
5 Year 21.09% -

SIP Return Analysis

Scheme Name HDFC Large Cap Fund - Growth Option - Regular Plan Sundaram Large Cap Fund Regular Plan - Growth
6 Month 2.66% 1.87%
1 Year 7.91% 5.71%
3 Year 13.49% 10.52%
5 Year 15.53% -

Rolling Lumpsum Returns

Scheme Name HDFC Large Cap Fund - Growth Option - Regular Plan Sundaram Large Cap Fund Regular Plan - Growth
1 Year 16.87% 13.13%
3 Year 15.55% 15.06%
5 Year 15% -

Risk Management

Scheme Name HDFC Large Cap Fund - Growth Option - Regular Plan Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.25% 11.64%
Sharp 0.68% 0.43%
Beta 0.95% 0.91%
Alpha 1.75% -1.27%

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 4.56 6.74
Large Cap 88.15 81.95
Mid Cap 7.29 9.13
Small Cap - 2.17

Sector Allocation

Scheme Name

HDFC Large Cap Fund - Growth Option - Regular Plan

Sundaram Large Cap Fund Regular Plan - Growth

Others 4.04 5.78
Energy 5.49 9.25
Industrials 7.55 6.47
Technology 4.74 8.56
Consumer Defensive 5.93 6.1
Consumer Cyclical 15.09 9.83
Basic Materials 5.15 4.33
Financial Services 32.74 34.1
Healthcare 8.78 7.15
Utilities 4.06 1.94
Real Estate 0.44 -
Communication Services 5.99 6.48

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