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Sundaram Large Cap Fund Regular Plan vs HSBC Large Cap Fund compare
HSBC Large Cap Fund - Regular Growth
Sundaram Large Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹1849 Cr | ₹3302 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 | 1.28% | 0.7% |
| 6 Month | 13.47% | 10.54% |
| 1 Year | -3.47% | -4.15% |
| 3 Year | 13.51% | 11.43% |
| 5 Year | 17.38% | - |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.43% | 1.87% |
| 1 Year | 7.4% | 5.71% |
| 3 Year | 13.15% | 10.52% |
| 5 Year | 13.23% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.34% | 13.13% |
| 3 Year | 12.6% | 15.06% |
| 5 Year | 12.44% | - |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.61% | 11.64% |
| Sharp | 0.53% | 0.43% |
| Beta | 0.96% | 0.91% |
| Alpha | - | -1.27% |
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 | 9.57 | 6.74 |
| Large Cap | 81.39 | 81.95 |
| Small Cap | 2.3 | 2.17 |
| Mid Cap | 6.75 | 9.13 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.15 | 5.78 |
| Energy | 4.89 | 9.25 |
| Industrials | 9.43 | 6.47 |
| Technology | 9.06 | 8.56 |
| Consumer Cyclical | 14.99 | 9.83 |
| Basic Materials | 2.32 | 4.33 |
| Financial Services | 34.48 | 34.1 |
| Healthcare | 7.17 | 7.15 |
| Consumer Defensive | 4.98 | 6.1 |
| Utilities | 2.89 | 1.94 |
| Communication Services | 3.62 | 6.48 |
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