HSBC Large Cap Fund vs Sundaram Large Cap Fund Regular Plan 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) | ₹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 | 4.5% | 3.7% |
6 Month | -13.09% | -11.08% |
1 Year | 1.91% | 1.18% |
3 Year | 11.27% | 10.06% |
5 Year | 22.2% | - |
SIP Return Analysis
Scheme Name | HSBC Large Cap Fund - Regular Growth | Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -5.86% | -2.85% |
1 Year | -9.84% | -6.28% |
3 Year | 12.55% | 11.13% |
5 Year | 14.01% | - |
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 | 14.193% | 12.412% |
Sharp | 0.369% | 0.415% |
Beta | 0.998% | 0.927% |
Alpha | -0.734% | -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 |
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 | 4.08 | 4.17 |
Large Cap | 82.36 | 86.51 |
Small Cap | 4.89 | 1.84 |
Mid Cap | 8.66 | 7.49 |
Sector Allocation
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Sundaram Large Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1.48 | 4.17 |
Energy | 6.28 | 5.73 |
Technology | 13.74 | 10.54 |
Industrials | 10.76 | 9.32 |
Basic Materials | 6.14 | 4 |
Consumer Defensive | 6.13 | 5.97 |
Financial Services | 27.66 | 34.16 |
Healthcare | 6.85 | 7.65 |
Utilities | 3.81 | 1.92 |
Consumer Cyclical | 11.58 | 10.65 |
Real Estate | 2.04 | - |
Communication Services | 3.56 | 5.88 |
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