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NAVs as of 20 Aug 2026

Sundaram Large and Midcap FundRegularInvesco India Large & Mid Cap FundRegularMotilal Oswal Large and Midcap FundRegularHSBC Large & Mid Cap FundRegular4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 22 Oct 2019 – 20 Aug 2026, limited by Motilal Oswal Large and Midcap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

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Growth of ₹100, sampled across the common period
Date	Sundaram Large and Midcap Fund	Invesco India Large & Mid Cap Fund	Motilal Oswal Large and Midcap Fund	HSBC Large & Mid Cap Fund	Nifty Midcap 150
22 Oct 2019	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
17 May 2020	₹75.07	₹81.08	₹80.20	₹81.28	₹82.48
11 Dec 2020	₹106.84	₹112.08	₹112.74	₹116.49	₹128.44
07 Jul 2021	₹133.69	₹137.58	₹147.19	₹145.46	₹172.09
30 Jan 2022	₹149.89	₹146.01	₹162.46	₹157.97	₹187.40
26 Aug 2022	₹152.66	₹146.49	₹159.08	₹156.11	₹195.54
22 Mar 2023	₹144.20	₹141.04	₹163.37	₹151.62	₹189.02
16 Oct 2023	₹174.46	₹174.58	₹209.40	₹189.67	₹252.83
11 May 2024	₹206.85	₹219.97	₹258.27	₹230.68	₹307.11
05 Dec 2024	₹241.49	₹275.74	₹337.00	₹286.46	₹359.69
30 Jun 2025	₹236.84	₹288.83	₹337.17	₹269.57	₹366.54
24 Jan 2026	₹231.45	₹264.76	₹299.46	₹260.41	₹350.20
20 Aug 2026	₹264.67	₹313.77	₹362.71	₹301.98	₹389.88

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	Sundaram Large and Midcap Fund	Invesco India Large & Mid Cap Fund	Motilal Oswal Large and Midcap Fund	HSBC Large & Mid Cap Fund
Sundaram Large and Midcap Fund	·
Invesco India Large & Mid Cap Fund	·	·
Motilal Oswal Large and Midcap Fund	·	·	·
HSBC Large & Mid Cap Fund	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

Sundaram Large and Midcap Fund and Invesco India Large & Mid Cap Fund share 19% of their equity book by weight.

Shared holdings — Sundaram Large and Midcap Fund vs Invesco India Large & Mid Cap Fund

Stocks held by both Sundaram Large and Midcap Fund and Invesco India Large & Mid Cap Fund, with each fund's weight and the weight they share.
Stock	Sundaram Large and Midcap Fund	Invesco India Large & Mid Cap Fund
Interglobe Aviation Ltd	3.21%	7.20%	3.21%
Zomato Ltd	3.01%	7.44%	3.01%
Cholamandalam Investment & Finance Company Ltd	3.29%	2.64%	2.64%
ICICI Bank Ltd	2.56%	6.52%	2.56%
Prestige Estates Projects Ltd	1.95%	4.67%	1.95%
Bharti Airtel Ltd	2.39%	1.59%	1.59%
Max Financial Services Ltd	1.36%	1.47%	1.36%
Phoenix Mills Ltd	1.84%	1.36%	1.36%
JK Cement Ltd	0.95%	2.03%	0.95%
FSN E-Commerce Ventures Ltd	2.87%	0.18%	0.18%

10 shared of 43 / 41 positions. Weights are shown as a share of each fund's equity book.

Sundaram Large and Midcap Fund, Invesco India Large & Mid Cap Fund, Motilal Oswal Large and Midcap Fund, HSBC Large & Mid Cap Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Large & Mid Cap Fund median.
Metric	Sundaram Large and Midcap Fund Sundaram · Regular NAV ₹95.68 Very High risk ★★★☆☆	Invesco India Large & Mid Cap Fund Invesco · Regular NAV ₹110.95 Very High risk ★★★★☆	Motilal Oswal Large and Midcap Fund Motilal Oswal · Regular NAV ₹37.08 Very High risk ★★★★★	HSBC Large & Mid Cap Fund HSBC · Regular NAV ₹30.16 Very High risk ★★★☆☆	Category median Large & Mid Cap Fund · 36 funds

	+11.42%	+7.02%	+11.00%	+11.63%Best in row	+5.52%
	+16.32%	+23.42%Best in row	+22.78%	+18.94%	+14.91%
	+13.24%	+17.62%	+18.61%Best in row	+15.19%	+13.37%
	+14.68%	+16.06%Best in row	—	—	+14.19%
	+12.41%	+13.54%	+20.77%Best in row	+16.16%	+12.93%
	+14.35%	+19.70%	+20.39%Best in row	+16.50%	—

	+13.09%	+15.08%	+25.12%Best in row	+19.33%	+14.91%
	+13.00%	+14.67%	+24.35%Best in row	+20.06%	+14.70%
	+13.30%	+14.47%Best in row	—	—	+13.49%
Risk
	14.84%Best in row	16.61%	19.10%	17.59%	14.80%
	0.66	1.02Best in row	0.85	0.71	0.54
	0.91	1.44Best in row	1.18	0.94	0.73
	-64.58%	-58.90%	-37.53%	-36.20%Best in row	-37.25%

	+0.58%	+5.60%Best in row	+3.97%	+1.46%	-0.76%
	0.83	0.95	1.07	0.95	0.83
	88.0%	109.2%	115.0%Best in row	98.0%	81.1%
	82.8%Best in row	88.6%	104.0%	91.3%	81.1%

	2.43%	1.89%	1.88%	2.54%	2.37%
	₹6,431Cr	₹11,746Cr	₹17,050Cr	₹5,479Cr	₹3,576Cr
	Up to 1.00%	Up to 1.00%	1.00%	Up to 1.00%	—
	₹100	₹100	₹500	₹500	—
	₹100	₹100	₹500	₹5.00K	—
	77%	40%	13%	44%	42%
	Madanagopal Ramu · 0.4y	Aditya Khemani · 2.8y	Rakesh Shetty	Cheenu Gupta · 3.7y	—
	05 Mar 2007	13 Aug 2007	22 Oct 2019	04 Apr 2019	—

	43	41	29	80	—
	35.7%	53.4%	43.8%	35.7%	—
	0.1%	0.8%	1.3%	4.4%	—

2 rows carry the same value for every fund — show

Benchmark: Nifty Midcap 150
Lock-in: None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.