Sundaram Large Cap Fund Regular Plan vs HSBC Large Cap Fund compare

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HSBC Large Cap Fund - Regular Growth

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Sundaram Large Cap 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 Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Fund	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹1828 Cr	₹3319 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Dec 2002	01 Oct 2020
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	NIFTY 100 TRI
Turn Over	63%	23%
Expense Ratio	2.13	1.93
Manager	Gautam Bhupal	Sudhir Kedia
ISIN Code	INF336L01016	INF903JA1IZ3
Exits Load	HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Sundaram Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Month	-2.78%	-0.79%
6 Month	-9.75%	-7.49%
1 Year	3.7%	3.63%
3 Year	11.54%	10.8%
5 Year	13.84%	-

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	-8.24%	-5.67%
3 Year	12.45%	10.99%
5 Year	14.52%	-

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
1 Year	16.04%	16.09%
3 Year	12.53%	15.35%
5 Year	12.28%	-

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Standard Deviation	13.598%	12.412%
Sharp	0.473%	0.415%
Beta	0.989%	0.927%
Alpha	-0.718%	-1.547%

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Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Name	Gautam Bhupal	Sudhir Kedia
Total AUM	₹25949 Cr	₹10423 Cr
Fund Manage	13	8
	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	2.06	7.04
Large Cap	81.25	86.5
Small Cap	5.91	1.22
Mid Cap	10.78	5.27

Scheme Name	HSBC Large Cap Fund - Regular Growth	Sundaram Large Cap Fund Regular Plan - Growth
Others	2.06	7.04
Petroleum Products	3.19	5.37
IT - Software	12.16	10.49
Construction	4.73	5.88
Diversified FMCG	3.52	-
Banks	20.16	29.96
Pharmaceuticals & Biotechnology	7.11	8.31
Aerospace & Defense	5.05	-
Gas	1	-
Finance	5.46	-
Transport Services	1.82	1.94
Automobiles	2.46	6.09
Beverages	1.68	3.36
Oil	1.26	-
Realty	3.03	-
Consumer Durables	1.45	1.87
Telecom - Services	3.33	4.55
Healthcare Services	1.72	-
Cement & Cement Products	2.1	2.08
Power	2.19	1.92
Capital Markets	4.09	-
Ferrous Metals	1.95	-
Retailing	5.72	2.46
Textiles & Apparels	0.5	-
Leisure Services	2.26	1.24
Auto Components	-	0.26
Non - Ferrous Metals	-	1.83
Insurance	-	2.89
Agricultural Food & other Products	-	0.86
Transport Infrastructure	-	0.96
Industrial Products	-	0.67