HSBC Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
HSBC Large & Mid Cap Fund - Regular Growth
Invest NowSundaram Large and Midcap Fund Regular Plan - Growth
Invest NowChart Comparison
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3382 Cr | ₹6862 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 03 Mar 2019 | 10 Feb 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY LARGE MIDCAP 250 TRI | NIFTY LARGE MIDCAP 250 TRI |
Turn Over | 68% | 25% |
Expense Ratio | 1.98 | 1.8 |
Manager | Cheenu Gupta | Ashish Aggarwal |
ISIN Code | INF336L01NY9 | INF903J01DT1 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.89% | 1.74% |
6 Month | 27.79% | 20.95% |
1 Year | 51.36% | 45.53% |
3 Year | 22.25% | 21.07% |
5 Year | 23.86% | 24.83% |
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 21.63% | 16.68% |
3 Year | 46.22% | 36.77% |
5 Year | 83.08% | 71.73% |
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 24.26% | 21.86% |
3 Year | 61.89% | 54.63% |
5 Year | 94.33% | 79.56% |
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.09% | 12.94% |
Sharp | 1.13% | 0.93% |
Beta | 0.93% | 0.94% |
Alpha | 0.54% | -2.61% |
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Get Free Experts GuidanceScheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Cheenu Gupta | Ashish Aggarwal |
Total AUM | ₹0 Cr | ₹9635 Cr |
Fund Manage | 9 | 7 |
HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 3.52 | 5.32 |
Large Cap | 38.96 | 52.7 |
Small Cap | 23.55 | 5.29 |
Mid Cap | 33.97 | 36.68 |
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 2.06 | 2.18 |
Energy | 5.57 | 7.42 |
Capital Goods | 31.27 | 11.07 |
Technology | 5.96 | 5.45 |
Consumer Staples | 1.63 | 5.6 |
Financial | 14.06 | 22.85 |
Construction | 11.81 | 5.06 |
Healthcare | 5.11 | 8.7 |
Metals & Mining | 0.66 | 2.59 |
Services | 12.34 | 9.45 |
Automobile | 4.66 | 8.53 |
Chemicals | 0.05 | 0.95 |
Consumer Discretionary | 3.81 | 2.07 |
Communication | 1.01 | 2.87 |
Materials | - | 4.59 |
Textiles | - | 0.61 |
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