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

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HSBC Large & Mid Cap Fund - Regular Growth

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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

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	2.95%	3.02%
6 Month	-11.33%	-6.68%
1 Year	7.87%	10.37%
3 Year	15.97%	14.01%
5 Year	24.74%	24.17%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-5.8%	-0.78%
1 Year	-14.71%	-5.4%
3 Year	16.11%	15.01%
5 Year	17.35%	16.66%

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%

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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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

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

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