Sundaram Large and Midcap Fund Regular Plan vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23140 Cr | ₹6470 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 18 Feb 1994 | 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 | 9.01% | 25% |
Expense Ratio | 1.66 | 1.85 |
Manager | Dhruv Muchhal | Ashish Aggarwal |
ISIN Code | INF179KA1RT1 | INF903J01DT1 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - 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 | HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 7.55% | 8.72% |
6 Month | -12.86% | -12.22% |
1 Year | 7.75% | 7.93% |
3 Year | 19.39% | 13.69% |
5 Year | 31.02% | 25.04% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | -2.67% | -3.65% |
1 Year | -7.54% | -7.72% |
3 Year | 18.31% | 14.51% |
5 Year | 21.88% | 16.75% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.17% | 11.53% |
3 Year | 10.86% | 14.16% |
5 Year | 11.39% | 12.49% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.902% | 14.877% |
Sharp | 0.746% | 0.357% |
Beta | 1.012% | 0.998% |
Alpha | 4.586% | -1.131% |
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Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Ashish Aggarwal |
Total AUM | ₹520687 Cr | ₹9635 Cr |
Funds Managed | 40 | 7 |
HDFC Large and Mid Cap Fund - Growth Option | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 1.86 | 3.47 |
Large Cap | 46.7 | 52.13 |
Small Cap | 15.1 | 8.46 |
Mid Cap | 36.35 | 35.95 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 1.03 | 3.47 |
Communication Services | 2.8 | 5.74 |
Basic Materials | 5.38 | 4.8 |
Energy | 3.19 | 6.53 |
Technology | 11.17 | 7.5 |
Consumer Cyclical | 13.16 | 16.44 |
Healthcare | 12.81 | 9.93 |
Industrials | 11.76 | 12.24 |
Financial Services | 30.96 | 23.3 |
Consumer Defensive | 2.49 | 5.14 |
Utilities | 3.91 | 2.39 |
Real Estate | 1.35 | 2.54 |
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