Sundaram Large and Midcap Fund Regular Plan vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

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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 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

Trailing Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month -6.96% -5.41%
6 Month 4.95% 6.48%
1 Year 27.54% 27.96%
3 Year 18.37% 13.2%
5 Year 22.46% 17.45%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 18.78% 20.79%
3 Year 26.97% 22.14%
5 Year 27.47% 21.82%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 14.01% 11.17%
3 Year 10.73% 14.16%
5 Year 11.31% 12.32%

Risk Management

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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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
Fund Manage 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 3.49 5.32
Large Cap 49.85 52.7
Small Cap 12.27 5.29
Mid Cap 34.39 36.68

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 2.51 2.18
Automobiles 3.09 -
Telecom - Services 2.16 -
Petroleum Products 2.8 -
IT - Software 7.09 -
Auto Components 4.17 -
Construction 1.57 5.06
Pharmaceuticals & Biotechnology 8.21 -
IT - Services 0.08 -
Industrial Manufacturing 1 -
Cement & Cement Products 1.47 -
Finance 9.38 -
Healthcare Services 2.45 -
Banks 20.09 -
Diversified FMCG 0.81 -
Non - Ferrous Metals 0.48 -
Realty 2.19 -
Agricultural, Commercial & Construction Vehicles 0.85 -
Chemicals & Petrochemicals 2.06 -
Leisure Services 1.82 -
Aerospace & Defense 2.87 -
Ferrous Metals 1.34 -
Fertilizers & Agrochemicals 1 -
Telecom - Equipment & Accessories 0.21 -
Consumer Durables 2.77 -
Insurance 2.48 -
Electrical Equipment 0.66 -
Personal Products 0.52 -
Transport Services 1.33 -
Industrial Products 1.98 -
Gas 1.44 -
Beverages 0.6 -
Entertainment 0.75 -
Agricultural Food & other Products 0.6 -
Oil 0.77 -
Retailing 1.83 -
Capital Markets 0.75 -
Financial Technology (Fintech) 0.52 -
Power 2.55 -
Commercial Services & Supplies 0.46 -
Textiles & Apparels 0.23 -
Transport Infrastructure 0.06 -
Energy - 7.42
Materials - 4.59
Technology - 5.45
Financial - 22.85
Healthcare - 8.7
Consumer Staples - 5.6
Metals & Mining - 2.59
Services - 9.45
Capital Goods - 11.07
Automobile - 8.53
Consumer Discretionary - 2.07
Communication - 2.87
Chemicals - 0.95
Textiles - 0.61

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