HSBC Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
HSBC Large & Mid Cap Fund - Regular Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart 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 | -5.14% | -5.41% |
| 6 Month | 9.08% | 6.48% |
| 1 Year | 36.81% | 27.96% |
| 3 Year | 17.55% | 13.2% |
| 5 Year | 20.83% | 17.45% |
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 29.94% | 20.79% |
| 3 Year | 28.45% | 22.14% |
| 5 Year | 25.28% | 21.82% |
| 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 | 5.32 |
| 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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