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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) | ₹3401 Cr | ₹15969 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 | -0.08% | -2.04% |
| 6 Month | -3.57% | -11.26% |
| 1 Year | 4.19% | -9.04% |
| 3 Year | 19.76% | 17.17% |
| 5 Year | 21.38% | 22.58% |
SIP Return Analysis
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.31% | -5.66% |
| 1 Year | 8% | -5.45% |
| 3 Year | 11.89% | 5.38% |
| 5 Year | 15.83% | 13.4% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.16% | 15.15% |
| 3 Year | 18.62% | 22.23% |
| 5 Year | 15.83% | 17.15% |
Risk Management
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 14.69% |
| Sharp | 0.89% | 0.71% |
| Beta | 0.77% | 0.89% |
| Alpha | 1.83% | -1.18% |
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 | 8.02 | 8.13 |
| Small Cap | 82.88 | 71.77 |
| Large Cap | 6.67 | 2.09 |
| Mid Cap | 2.43 | 18.01 |
Sector Allocation
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.69 | 1.11 |
| Financial Services | 19.15 | 22.65 |
| Consumer Cyclical | 20.84 | 17.27 |
| Communication Services | 5.37 | - |
| Industrials | 18.66 | 23.28 |
| Basic Materials | 9.05 | 7.84 |
| Technology | 4.64 | 9.63 |
| Healthcare | 11.59 | 10 |
| Consumer Defensive | 2.6 | 4.39 |
| Utilities | 1.11 | - |
| Real Estate | 2.3 | 3.01 |
| Energy | - | 0.82 |
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