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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) | ₹12585 Cr | ₹11937 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 | 4.53% | 2.57% |
| 6 Month | 12.95% | 14.62% |
| 1 Year | 6.1% | 3.51% |
| 3 Year | 24.2% | 24.34% |
| 5 Year | 27.02% | 23.85% |
SIP Return Analysis
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.7% | 1.29% |
| 1 Year | 10.52% | 12.5% |
| 3 Year | 19.82% | 20.23% |
| 5 Year | 20.59% | 19.88% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 20.33% | 16.13% |
| 3 Year | 19.02% | 16.52% |
| 5 Year | 18.97% | 16.98% |
Risk Management
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.06% | 16.83% |
| Sharp | 1.09% | 1.00% |
| Beta | 0.93% | 0.98% |
| Alpha | 1.50% | 1.07% |
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 | 6.89 | 8.6 |
| Mid Cap | 67.99 | 61.19 |
| Large Cap | 10.91 | 13.97 |
| Small Cap | 14.22 | 16.24 |
Sector Allocation
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 3.87 | 1.31 |
| Financial Services | 19.58 | 28.34 |
| Basic Materials | 10.47 | 0.69 |
| Healthcare | 11.72 | 8.5 |
| Technology | 5.48 | 13.63 |
| Industrials | 14.8 | 26.31 |
| Consumer Cyclical | 17.35 | 14.56 |
| Real Estate | 3.58 | 0.03 |
| Energy | 2.16 | - |
| Communication Services | 2.15 | 1.47 |
| Consumer Defensive | 6.31 | 5.06 |
| Utilities | 2.52 | 0.1 |
Top Comparisons
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