Sundaram Large Cap Fund Regular Plan vs HSBC Large Cap Fund compare

Sundaram Large Cap Fund Regular Plan vs HSBC Large Cap Fund compare

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HSBC Large Cap Fund - Regular Growth

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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	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Fund	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1919 Cr	₹3364 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Dec 2002	01 Oct 2020
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	63%	23%
Expense Ratio	2.13	1.93
Manager	Gautam Bhupal	Sudhir Kedia
ISIN Code	INF336L01016	INF903JA1IZ3
Exits Load	HSBC 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	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	1.22%	-0.22%
6 Month	3.93%	0.89%
1 Year	8.22%	6.62%
3 Year	15.76%	12.32%
5 Year	12.77%	12.36%

SIP Return Analysis

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	2.31%	0.55%
1 Year	12.56%	6.55%
3 Year	12.03%	8.89%
5 Year	12.68%	10.45%

Rolling Lumpsum Returns

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	14.66%	10.8%
3 Year	12.76%	14.12%
5 Year	12.63%	15.09%

Risk Management

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	12.72%	11.94%
Sharp	0.78%	0.6%
Beta	0.93%	0.88%
Alpha	0.92%	-1.42%

Fund Managers

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Name	Gautam Bhupal	Sudhir Kedia
Total AUM	₹25949 Cr	₹10423 Cr
Funds Managed	13	8
	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth

Market Cap

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	10.66	3.64
Large Cap	80.47	83.93
Small Cap	2.11	2.49
Mid Cap	6.76	9.93

Sector Allocation

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	4.58	2.71
Energy	6.57	9.89
Technology	10.32	9.13
Consumer Cyclical	15.03	13.22
Industrials	10.26	6.68
Consumer Defensive	4.62	7.08
Financial Services	34.86	31.81
Healthcare	6.94	6.37
Communication Services	3.85	7.05
Basic Materials	1.85	4.12
Utilities	1.12	1.93

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