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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) | ₹3450 Cr | ₹16203 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 | -3.03% | -3.18% |
| 6 Month | 1.84% | -3.36% |
| 1 Year | -3.01% | -14.69% |
| 3 Year | 19.09% | 17.35% |
| 5 Year | 22.52% | 24.49% |
SIP Return Analysis
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.73% | -4.1% |
| 1 Year | 10.98% | 0.13% |
| 3 Year | 13.87% | 9.07% |
| 5 Year | 16.95% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.27% | 15.24% |
| 3 Year | 18.58% | 22.35% |
| 5 Year | 15.81% | 17.1% |
Risk Management
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 18.31% |
| Sharp | 0.88% | 0.66% |
| Beta | 0.77% | 0.90% |
| Alpha | 2.04% | -0.89% |
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 | 7.97 | 4.94 |
| Small Cap | 83.24 | 74.91 |
| Large Cap | 6.5 | 2.01 |
| Mid Cap | 2.29 | 18.14 |
Sector Allocation
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.94 | 2.15 |
| Financial Services | 19.4 | 20.3 |
| Consumer Cyclical | 20.39 | 17.14 |
| Communication Services | 5.1 | - |
| Industrials | 18.92 | 23.58 |
| Basic Materials | 8.75 | 7.05 |
| Technology | 4.57 | 10.63 |
| Healthcare | 12.01 | 9.46 |
| Consumer Defensive | 2.57 | 4.24 |
| Utilities | 1.03 | - |
| Real Estate | 2.33 | 4.6 |
| Energy | - | 0.86 |
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