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

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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tortoise-icon Sundaram Large and Midcap 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 & 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) ₹3873 Cr ₹6470 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 1.91 1.85
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

Trailing Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 7.95% 8.27%
6 Month -16.14% -11.58%
1 Year 8.66% 7.94%
3 Year 15.49% 13.03%
5 Year 25.05% 25.11%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month -10.78% -5.62%
1 Year -17.04% -9.22%
3 Year 15.78% 14.35%
5 Year 17.46% 16.63%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 21.03% 11.53%
3 Year 19.46% 14.16%
5 Year 21.66% 12.49%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 16.811% 14.877%
Sharp 0.444% 0.357%
Beta 0.981% 0.998%
Alpha 1.122% -1.131%

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Fund Managers

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
Funds Managed 9 7
HSBC Large & Mid Cap Fund - Regular Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.85 3.47
Large Cap 44.97 52.13
Small Cap 12.89 8.46
Mid Cap 40.28 35.95

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 1.85 3.47
Energy 0.02 6.53
Industrials 25.68 12.24
Technology 16.65 7.5
Financial Services 22.6 23.3
Consumer Cyclical 16.84 16.44
Healthcare 7.54 9.93
Basic Materials 1.65 4.8
Utilities 3.11 2.39
Consumer Defensive 0.41 5.14
Real Estate 2.12 2.54
Communication Services 1.52 5.74

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