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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 Risk Very High Risk
Asset Size (Cr) ₹1828 Cr ₹3319 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 -2.78% -0.79%
6 Month -9.75% -7.49%
1 Year 3.7% 3.63%
3 Year 11.54% 10.8%
5 Year 13.84% -

SIP Return Analysis

Scheme Name HSBC Large Cap Fund - Regular Growth Sundaram Large Cap Fund Regular Plan - Growth
6 Month - -
1 Year -8.24% -5.67%
3 Year 12.45% 10.99%
5 Year 14.52% -

Rolling Lumpsum Returns

Scheme Name HSBC Large Cap Fund - Regular Growth Sundaram Large Cap Fund Regular Plan - Growth
1 Year 16.04% 16.09%
3 Year 12.53% 15.35%
5 Year 12.28% -

Risk Management

Scheme Name HSBC Large Cap Fund - Regular Growth Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation 13.598% 12.412%
Sharp 0.473% 0.415%
Beta 0.989% 0.927%
Alpha -0.718% -1.547%

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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 2.06 7.04
Large Cap 81.25 86.5
Small Cap 5.91 1.22
Mid Cap 10.78 5.27

Sector Allocation

Scheme Name

HSBC Large Cap Fund - Regular Growth

Sundaram Large Cap Fund Regular Plan - Growth

Others 2.06 7.04
Petroleum Products 3.19 5.37
IT - Software 12.16 10.49
Construction 4.73 5.88
Diversified FMCG 3.52 -
Banks 20.16 29.96
Pharmaceuticals & Biotechnology 7.11 8.31
Aerospace & Defense 5.05 -
Gas 1 -
Finance 5.46 -
Transport Services 1.82 1.94
Automobiles 2.46 6.09
Beverages 1.68 3.36
Oil 1.26 -
Realty 3.03 -
Consumer Durables 1.45 1.87
Telecom - Services 3.33 4.55
Healthcare Services 1.72 -
Cement & Cement Products 2.1 2.08
Power 2.19 1.92
Capital Markets 4.09 -
Ferrous Metals 1.95 -
Retailing 5.72 2.46
Textiles & Apparels 0.5 -
Leisure Services 2.26 1.24
Auto Components - 0.26
Non - Ferrous Metals - 1.83
Insurance - 2.89
Agricultural Food & other Products - 0.86
Transport Infrastructure - 0.96
Industrial Products - 0.67

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