HSBC Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Sundaram Mid Cap Fund Regular Plan - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
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) | ₹12596 Cr | ₹11845 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 | -1.09% | -0.88% |
6 Month | 16% | 19.43% |
1 Year | 3.93% | 3.07% |
3 Year | 22.89% | 23.27% |
5 Year | 26.9% | 24.37% |
SIP Return Analysis
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | 5.76% | 7.9% |
1 Year | 8.14% | 8.14% |
3 Year | 22.22% | 22.43% |
5 Year | 22.35% | 21.14% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 20.64% | 16.41% |
3 Year | 18.9% | 16.42% |
5 Year | 18.91% | 16.86% |
Risk Management
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.11% | 16.82% |
Sharp | 1.12% | 0.99% |
Beta | 0.91% | 0.96% |
Alpha | 1.10% | -0.07% |
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 | 8.46 | 7.03 |
Mid Cap | 66.65 | 63.52 |
Large Cap | 10.65 | 15.83 |
Small Cap | 14.24 | 13.61 |
Sector Allocation
Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 5.49 | 1.04 |
Industrials | 14.27 | 27.87 |
Financial Services | 19.28 | 26.49 |
Basic Materials | 11.06 | 1.05 |
Healthcare | 11.57 | 11.24 |
Technology | 5.61 | 11.22 |
Consumer Cyclical | 17.91 | 13.81 |
Real Estate | 3.59 | 0.1 |
Energy | 2.04 | - |
Communication Services | 2.32 | 1.65 |
Consumer Defensive | 4.27 | 4.17 |
Utilities | 2.59 | 1.37 |
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