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) | ₹11638 Cr | ₹10753 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 | 7.83% | 11.06% |
6 Month | -0.48% | -2.75% |
1 Year | 13.35% | 10.6% |
3 Year | 27.35% | 25.41% |
5 Year | 30.12% | 27.34% |
SIP Return Analysis
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
6 Month | -0.78% | -1.78% |
1 Year | -6.93% | -11.96% |
3 Year | 20.41% | 18.74% |
5 Year | 21.76% | 19.33% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
1 Year | 21.47% | 17.31% |
3 Year | 18.34% | 15.78% |
5 Year | 18.67% | 16.4% |
Risk Management
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
---|---|---|
Standard Deviation | 16.453% | 17.037% |
Sharp | 0.764% | 0.65% |
Beta | 0.915% | 0.902% |
Alpha | 0.528% | -0.791% |
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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 | 6.38 | 0.86 |
Mid Cap | 65.33 | 66.65 |
Large Cap | 15.27 | 20.03 |
Small Cap | 13.03 | 12.46 |
Sector Allocation
Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
---|---|---|
Others | 5.37 | 0.86 |
Industrials | 14.82 | 27.34 |
Healthcare | 11.03 | 8.52 |
Basic Materials | 9.99 | 1.96 |
Consumer Cyclical | 18.88 | 14.07 |
Real Estate | 3.43 | 4.66 |
Energy | 1.7 | - |
Financial Services | 19.52 | 20.07 |
Communication Services | 3.32 | 0.06 |
Consumer Defensive | 3.4 | 2.39 |
Utilities | 2.1 | 4.66 |
Technology | 6.45 | 15.4 |
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