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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) | ₹12585 Cr | ₹11937 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 | 2.22% | 0.18% |
| 6 Month | 10.64% | 12.72% |
| 1 Year | 4.87% | 2.56% |
| 3 Year | 24.03% | 24.7% |
| 5 Year | 26.59% | 23.63% |
SIP Return Analysis
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.62% | 3.09% |
| 1 Year | 17.18% | 16.13% |
| 3 Year | 22.68% | 22.2% |
| 5 Year | 22.4% | 21.11% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 20.33% | 16.13% |
| 3 Year | 19.02% | 16.52% |
| 5 Year | 18.97% | 16.98% |
Risk Management
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.94% | 16.82% |
| Sharp | 1.01% | 0.95% |
| Beta | 0.90% | 0.97% |
| Alpha | 1.00% | 0.82% |
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 | 6.89 | 8.6 |
| Mid Cap | 67.99 | 61.19 |
| Large Cap | 10.91 | 13.97 |
| Small Cap | 14.22 | 16.24 |
Sector Allocation
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 3.87 | 1.31 |
| Financial Services | 19.58 | 28.34 |
| Basic Materials | 10.47 | 0.69 |
| Healthcare | 11.72 | 8.5 |
| Technology | 5.48 | 13.63 |
| Industrials | 14.8 | 26.31 |
| Consumer Cyclical | 17.35 | 14.56 |
| Real Estate | 3.58 | 0.03 |
| Energy | 2.16 | - |
| Communication Services | 2.15 | 1.47 |
| Consumer Defensive | 6.31 | 5.06 |
| Utilities | 2.52 | 0.1 |
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