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HSBC Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Sundaram Small Cap Fund Regular Plan - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3282 Cr | ₹16536 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 15 Feb 2005 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 22% | 15% |
| Expense Ratio | 1.97 | 1.67 |
| Manager | Rohit Seksaria | Venugopal Manghat |
| ISIN Code | INF903J01470 | INF917K01QC7 |
| Exits Load | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Small Cap Fund - 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 Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 4.08% | 4.16% |
| 6 Month | 23.28% | 19.92% |
| 1 Year | -2.76% | -8.54% |
| 3 Year | 19.21% | 18.78% |
| 5 Year | 26.94% | 29.23% |
SIP Return Analysis
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 5.06% | 3.74% |
| 1 Year | 13.21% | 5.14% |
| 3 Year | 18.18% | 15.77% |
| 5 Year | 20.16% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.05% | 16.64% |
| 3 Year | 18.08% | 22.95% |
| 5 Year | 15.62% | 16.64% |
Risk Management
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 18.19% |
| Sharp | 0.84% | 0.68% |
| Beta | 0.77% | 0.91% |
| Alpha | 0.54% | -1.90% |
Fund Managers
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rohit Seksaria | Venugopal Manghat |
| Total AUM | ₹0 Cr | ₹41442 Cr |
| Funds Managed | 15 | 7 |
| Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.93 | 3.42 |
| Small Cap | 85.57 | 72.11 |
| Large Cap | 5.53 | 2.16 |
| Mid Cap | 0.97 | 22.31 |
Sector Allocation
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.89 | 3.42 |
| Financial Services | 19.02 | 16.18 |
| Consumer Cyclical | 20.38 | 15.6 |
| Communication Services | 5.23 | - |
| Industrials | 19.06 | 28.92 |
| Basic Materials | 8.13 | 11.06 |
| Technology | 3.41 | 8.65 |
| Healthcare | 11.84 | 7.18 |
| Consumer Defensive | 3.24 | 4.31 |
| Utilities | 1.15 | - |
| Real Estate | 2.66 | 3.79 |
| Energy | - | 0.9 |
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