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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) | ₹3168 Cr | ₹15453 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 | 2.84% | 2.81% |
| 6 Month | -17.7% | -19.14% |
| 1 Year | 3.08% | 4.98% |
| 3 Year | 15.94% | 17.48% |
| 5 Year | 33.25% | 37.27% |
SIP Return Analysis
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -7.7% | -9.62% |
| 1 Year | -16.22% | -19.67% |
| 3 Year | 14.66% | 15.62% |
| 5 Year | 21.04% | 24.3% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.78% | 19.2% |
| 3 Year | 18.05% | 23.02% |
| 5 Year | 15.38% | 15.83% |
Risk Management
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 18.203% |
| Sharp | 0.55% | 0.572% |
| Beta | 0.77% | 0.882% |
| Alpha | 0.62% | -0.639% |
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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 | 7.11 | 3.74 |
| Small Cap | 83.36 | 72.68 |
| Large Cap | 5.23 | 2.59 |
| Mid Cap | 4.29 | 21 |
Sector Allocation
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.57 | 6.47 |
| Financial Services | 17.7 | 14.59 |
| Consumer Cyclical | 17.05 | 16.29 |
| Technology | 4.98 | 9.98 |
| Communication Services | 3.4 | - |
| Industrials | 20.93 | 27.7 |
| Basic Materials | 10.1 | 10.53 |
| Energy | 0 | 1.4 |
| Healthcare | 8.7 | 4.47 |
| Consumer Defensive | 4.76 | 3.38 |
| Utilities | 1.46 | - |
| Real Estate | 3.37 | 5.2 |
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