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

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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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 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) ₹1928 Cr ₹3453 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 1.89
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 -5.1% -3.51%
6 Month -4.29% -5.83%
1 Year 10.19% 6.99%
3 Year 11.29% 10.1%
5 Year 14.41% -

SIP Return Analysis

Scheme Name HSBC Large Cap Fund - Regular Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year 2.14% -0.66%
3 Year 16.15% 12.71%
5 Year 16.64% -

Rolling Lumpsum Returns

Scheme Name HSBC Large Cap Fund - Regular Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 15.92% 16.47%
3 Year 12.52% 15.82%
5 Year 12.17% -

Risk Management

Scheme Name HSBC Large Cap Fund - Regular Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 12.72% 11.94%
Sharp 0.84% 0.79%
Beta 0.98% 0.91%
Alpha 0.05% -0.84%

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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
Fund Manage 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 3.47 5.73
Large Cap 85.69 90.26
Mid Cap 6.87 3.54
Small Cap 3.97 0.45

Sector Allocation

Scheme Name

HSBC Large Cap Fund - Regular Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 3.47 1.19
Petroleum Products 4.65 -
IT - Software 11.41 -
Construction 4.78 6.03
Finance 8.08 -
Diversified FMCG 2.57 -
Banks 18.42 -
Pharmaceuticals & Biotechnology 6.53 -
Aerospace & Defense 4.67 -
Gas 1.02 -
Transport Services 1.73 -
Automobiles 2.53 -
Beverages 1.6 -
Oil 1.32 -
Realty 2.96 -
Consumer Durables 1.42 -
Telecom - Services 3.14 -
Healthcare Services 1.58 -
Cement & Cement Products 2.01 -
Power 2.34 -
Capital Markets 3.97 -
Ferrous Metals 1.86 -
Retailing 5.49 -
Textiles & Apparels 0.46 -
Leisure Services 1.99 -
Automobile - 5.93
Energy - 11.41
Technology - 9.59
Materials - 2.54
Financial - 33.77
Consumer Staples - 8.61
Metals & Mining - 1.12
Healthcare - 6.38
Capital Goods - 1.16
Insurance - 0.59
Services - 5.81
Consumer Discretionary - 0.91
Communication - 4.94

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