HSBC Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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Sundaram Small Cap Fund Regular Plan - Growth

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HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
1 Month	5.71%	7.72%
6 Month	-4.01%	-10.3%
1 Year	5.11%	-1.27%
3 Year	26.08%	25.97%
5 Year	32.91%	35.83%

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
6 Month	11.98%	10.77%
1 Year	9.91%	2.9%
3 Year	20.72%	19.77%
5 Year	22.78%	24.59%

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
1 Year	15.61%	17.65%
3 Year	17.89%	22.67%
5 Year	15.53%	16.47%

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	14.09%	18.203%
Sharp	1.03%	0.572%
Beta	0.77%	0.882%
Alpha	1.81%	-0.639%

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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

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Others	10.65	3.74
Small Cap	82.41	72.68
Large Cap	5.65	2.59
Mid Cap	2.01	21

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Others	10.65	6.47
Capital Markets	3.35	-
Auto Components	5.62	-
IT - Services	4.99	-
Industrial Manufacturing	1.22	-
Construction	2.37	-
Retailing	1.89	-
Banks	8.86	-
Chemicals & Petrochemicals	2.14	-
Consumer Durables	7.16	-
IT - Software	2.42	-
Pharmaceuticals & Biotechnology	5.38	-
Agricultural Food & other Products	2.13	-
Industrial Products	8.09	-
Fertilizers & Agrochemicals	2.12	-
Finance	6.48	-
Automobiles	0.58	-
Healthcare Services	4.5	-
Entertainment	0.95	-
Gas	1.31	-
Leisure Services	3.32	-
Cement & Cement Products	1.62	-
Other Consumer Services	0.97	-
Electrical Equipment	1.55	-
Insurance	0.83	-
Personal Products	1.26	-
Other Utilities	1.45	-
Realty	3.26	-
Transport Infrastructure	1.55	-
Aerospace & Defense	1.86	-
Textiles & Apparels	0.84	-
Financial Services	-	14.59
Consumer Cyclical	-	16.29
Healthcare	-	4.47
Industrials	-	27.7
Technology	-	9.98
Basic Materials	-	10.53
Real Estate	-	5.2
Consumer Defensive	-	3.38
Energy	-	1.4