HSBC Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare

HSBC Large & Mid Cap Fund - Regular Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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Overview

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)	₹3609 Cr	₹6871 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 Apr 2019	27 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	1.94	1.79
Manager	Cheenu Gupta	Ashish Aggarwal
ISIN Code	INF336L01NY9	INF903J01DT1
Exits Load	HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	8.69%	3.06%
6 Month	8.79%	3.75%
1 Year	39.11%	21.53%
3 Year	21.52%	15.56%
5 Year	22.17%	18.23%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	34.36%	16.61%
3 Year	31.65%	22.06%
5 Year	27.21%	21.9%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	20.37%	11.17%
3 Year	19.47%	14.16%
5 Year	21.86%	12.32%

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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Scheme 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	5.24
Large Cap	38.96	48.56
Small Cap	23.55	9.27
Mid Cap	33.97	36.97

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	2.06	5.24
Energy	5.57	-
Capital Goods	31.27	-
Technology	5.96	-
Consumer Staples	1.63	-
Financial	14.06	-
Construction	11.81	2.19
Healthcare	5.11	-
Metals & Mining	0.66	-
Services	12.34	-
Automobile	4.66	-
Chemicals	0.05	-
Consumer Discretionary	3.81	-
Communication	1.01	-
Petroleum Products	-	5.01
IT - Software	-	6.69
IT - Services	-	0.85
Finance	-	2.61
Healthcare Services	-	3.19
Banks	-	17.11
Diversified FMCG	-	1.87
Non - Ferrous Metals	-	1.35
Pharmaceuticals & Biotechnology	-	6.44
Cement & Cement Products	-	1.64
Leisure Services	-	2.31
Aerospace & Defense	-	0.87
Auto Components	-	7.41
Realty	-	2.38
Automobiles	-	1.67
Electrical Equipment	-	3.51
Industrial Products	-	3.29
Transport Services	-	0.73
Insurance	-	0.94
Agricultural Food & other Products	-	0.84
Beverages	-	2.67
Consumer Durables	-	4.37
Power	-	2.69
Household Products	-	0.93
Telecom - Services	-	3.28
Financial Technology (Fintech)	-	0.12
Consumable Fuels	-	0.54
Fertilizers & Agrochemicals	-	1.14
Retailing	-	3.96
Capital Markets	-	1.42
Transport Infrastructure	-	0.78