HSBC Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

HSBC Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

Link copied to clipboard!

Sundaram Mid Cap Fund Regular Plan - Growth

Invest Now

HSBC Midcap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Fund	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13345 Cr	₹12549 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	19 Jul 2002	09 Aug 2004
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	BSE 150 MidCap Index
Turn Over	45%	19%
Expense Ratio	1.77	1.71
Manager	Ratish Varier	Venugopal Manghat
ISIN Code	INF903J01173	INF917K01254
Exits Load	Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
1 Month	-1.06%	-1.08%
6 Month	4.9%	5.33%
1 Year	1.03%	-4%
3 Year	23.05%	23.39%
5 Year	23.4%	21.08%

SIP Return Analysis

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
6 Month	1.95%	1.02%
1 Year	17.69%	18.6%
3 Year	20.39%	19.91%
5 Year	20.82%	19.76%

Rolling Lumpsum Returns

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
1 Year	20.09%	15.76%
3 Year	19.42%	16.79%
5 Year	19.06%	17.11%

Risk Management

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Standard Deviation	13.35%	16.83%
Sharp	1.14%	1.00%
Beta	0.93%	0.98%
Alpha	1.35%	1.06%

Fund Managers

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Name	Ratish Varier	Venugopal Manghat
Total AUM	₹12102 Cr	₹41442 Cr
Funds Managed	3	7
	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth

Market Cap

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Others	9.45	10.64
Mid Cap	67.27	57.62
Large Cap	10.28	13.52
Small Cap	13.01	18.23

Sector Allocation

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Others	6.72	3.14
Financial Services	20.32	29.92
Basic Materials	9.54	0.24
Healthcare	10.39	8.09
Technology	5.69	14.07
Industrials	14.56	23.46
Consumer Cyclical	16.05	14.69
Real Estate	3.78	0
Energy	2.21	-
Communication Services	2.21	1.59
Consumer Defensive	6.08	4.77
Utilities	2.46	0.04

Top Comparisons

HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns15.13%

VS

Motilal Oswal Large Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Nippon India Banking & PSU Fund - Growth Plan - Growth Option

3Y Returns7.33%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns7.36%

Compare Now

BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns15.13%

VS

HSBC Flexi Cap Fund - Regular Growth

3Y Returns18.51%

Compare Now

Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns16.45%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns14.89%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully