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Sundaram Mid Cap Fund Regular Plan vs HSBC Midcap Fund compare
Sundaram Mid Cap Fund Regular Plan - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12596 Cr | ₹11845 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 19 Jul 2002 | 09 Aug 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 45% | 19% |
| Expense Ratio | 1.77 | 1.71 |
| Manager | Ratish Varier | Venugopal Manghat |
| ISIN Code | INF903J01173 | INF917K01254 |
| Exits Load | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Mid Cap Fund - Regular Plan - 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 Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.31% | 1.17% |
| 6 Month | 17.21% | 19.64% |
| 1 Year | 3.71% | 2.11% |
| 3 Year | 23.64% | 24.07% |
| 5 Year | 26.77% | 24.27% |
SIP Return Analysis
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.76% | 7.9% |
| 1 Year | 8.14% | 8.14% |
| 3 Year | 22.22% | 22.43% |
| 5 Year | 22.35% | 21.14% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 20.64% | 16.41% |
| 3 Year | 18.9% | 16.42% |
| 5 Year | 18.91% | 16.86% |
Risk Management
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.11% | 16.82% |
| Sharp | 1.12% | 0.99% |
| Beta | 0.91% | 0.96% |
| Alpha | 1.10% | -0.07% |
Fund Managers
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Ratish Varier | Venugopal Manghat |
| Total AUM | ₹12102 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 8.46 | 7.03 |
| Mid Cap | 66.65 | 63.52 |
| Large Cap | 10.65 | 15.83 |
| Small Cap | 14.24 | 13.61 |
Sector Allocation
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.49 | 1.04 |
| Industrials | 14.27 | 27.87 |
| Financial Services | 19.28 | 26.49 |
| Basic Materials | 11.06 | 1.05 |
| Healthcare | 11.57 | 11.24 |
| Technology | 5.61 | 11.22 |
| Consumer Cyclical | 17.91 | 13.81 |
| Real Estate | 3.59 | 0.1 |
| Energy | 2.04 | - |
| Communication Services | 2.32 | 1.65 |
| Consumer Defensive | 4.27 | 4.17 |
| Utilities | 2.59 | 1.37 |
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