Sundaram Large and Midcap Fund Regular Plan vs BANDHAN Core Equity Fund compare

BANDHAN Core Equity Fund - Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Overview

Scheme Name	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Fund	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5350 Cr	₹6862 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	09 Aug 2005	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	71%	25%
Expense Ratio	1.85	1.8
Manager	Manish Gunwani	Ashish Aggarwal
ISIN Code	INF194K01524	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	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	3.65%	1.74%
6 Month	26.24%	20.95%
1 Year	58.3%	45.53%
3 Year	27.55%	21.07%
5 Year	26.87%	24.83%

Scheme Name	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	22.61%	16.68%
3 Year	55.55%	36.77%
5 Year	100.13%	71.73%

Scheme Name	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	26.71%	21.86%
3 Year	72.18%	54.63%
5 Year	108.92%	79.56%

Scheme Name	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.84%	12.94%
Sharp	1.39%	0.93%
Beta	0.93%	0.94%
Alpha	3.83%	-2.61%

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Scheme Name	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Name	Manish Gunwani	Ashish Aggarwal
Total AUM	₹8731 Cr	₹9635 Cr
Fund Manage	4	7
	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Large Cap	44.47	52.7
Others	3.3	5.32
Small Cap	15.95	5.29
Mid Cap	36.32	36.68

Scheme Name	BANDHAN Core Equity Fund - Regular Plan - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Banks	16.01	-
Others	3.3	2.18
Petroleum Products	3.92	-
IT - Software	6.63	-
Telecom - Services	3.07	-
Retailing	5.19	-
Automobiles	3.57	-
Transport Services	2.26	-
Realty	2.85	-
Finance	6.76	-
Textiles & Apparels	1.3	-
Pharmaceuticals & Biotechnology	7.13	-
Construction	2.81	5.06
Auto Components	4.47	-
Oil	1.55	-
Diversified FMCG	2.01	-
Financial Technology (Fintech)	1.81	-
Agricultural, Commercial & Construction Vehicles	0.99	-
Cement & Cement Products	2.01	-
Healthcare Services	1.47	-
Electrical Equipment	3.53	-
Power	1.72	-
Diversified	0.84	-
Consumer Durables	1.39	-
Industrial Products	3.09	-
Insurance	1.82	-
Commercial Services & Supplies	1.09	-
Capital Markets	0.98	-
Minerals & Mining	0.68	-
Entertainment	0.64	-
Leisure Services	1.05	-
Fertilizers & Agrochemicals	0.56	-
Chemicals & Petrochemicals	0.92	-
Non - Ferrous Metals	0.45	-
Gas	0.42	-
Ferrous Metals	0.8	-
Beverages	0.37	-
Industrial Manufacturing	0.34	-
IT - Services	0.24	-
Financial	-	22.85
Energy	-	7.42
Services	-	9.45
Communication	-	2.87
Capital Goods	-	11.07
Technology	-	5.45
Automobile	-	8.53
Metals & Mining	-	2.59
Consumer Staples	-	5.6
Healthcare	-	8.7
Materials	-	4.59
Chemicals	-	0.95
Consumer Discretionary	-	2.07
Textiles	-	0.61