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

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)	₹21432 Cr	₹6862 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	18 Feb 1994	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	9.01%	25%
Expense Ratio	1.68	1.8
Manager	Dhruv Muchhal	Ashish Aggarwal
ISIN Code	INF179KA1RT1	INF903J01DT1
Exits Load	Exit load of 1% if redeemed 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	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	1.53%	1.74%
6 Month	20.52%	20.95%
1 Year	45.39%	45.53%
3 Year	26.17%	21.07%
5 Year	26.63%	24.83%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	-	-
1 Year	18.92%	16.68%
3 Year	50.79%	36.77%
5 Year	101.91%	71.73%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	27.86%	21.86%
3 Year	74.64%	54.63%
5 Year	110.02%	79.56%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	12.97%	12.94%
Sharp	1.37%	0.93%
Beta	0.96%	0.94%
Alpha	3.24%	-2.61%

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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
Fund Manage	40	7
	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Large Cap	49.85	52.7
Others	3.49	5.32
Mid Cap	34.39	36.68
Small Cap	12.27	5.29

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	Sundaram Large and Midcap Fund Regular Plan - Growth
Banks	20.09	-
Others	2.51	2.18
IT - Software	7.09	-
Realty	2.19	-
Retailing	1.83	-
Finance	9.38	-
Petroleum Products	2.8	-
Pharmaceuticals & Biotechnology	8.21	-
Aerospace & Defense	2.87	-
Healthcare Services	2.45	-
Power	2.55	-
Construction	1.57	5.06
Insurance	2.48	-
Telecom - Services	2.16	-
Leisure Services	1.82	-
Cement & Cement Products	1.47	-
Ferrous Metals	1.34	-
Automobiles	3.09	-
Auto Components	4.17	-
Gas	1.44	-
Industrial Products	1.98	-
Diversified FMCG	0.81	-
Agricultural Food & other Products	0.6	-
Chemicals & Petrochemicals	2.06	-
Consumer Durables	2.77	-
Capital Markets	0.75	-
Personal Products	0.52	-
Industrial Manufacturing	1	-
Non - Ferrous Metals	0.48	-
Financial Technology (Fintech)	0.52	-
Agricultural, Commercial & Construction Vehicles	0.85	-
Oil	0.77	-
Electrical Equipment	0.66	-
Transport Services	1.33	-
Commercial Services & Supplies	0.46	-
Entertainment	0.75	-
Fertilizers & Agrochemicals	1	-
Beverages	0.6	-
Textiles & Apparels	0.23	-
Telecom - Equipment & Accessories	0.21	-
IT - Services	0.08	-
Transport Infrastructure	0.06	-
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