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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) | ₹11638 Cr | ₹10753 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 | 4.42% | 5.01% |
| 6 Month | -3.8% | -8.69% |
| 1 Year | 8.1% | 4.75% |
| 3 Year | 29.33% | 27.19% |
| 5 Year | 29.48% | 27.01% |
SIP Return Analysis
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 10.04% | 11.72% |
| 1 Year | 8.7% | 6.7% |
| 3 Year | 24.63% | 24.32% |
| 5 Year | 24.01% | 22.36% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 20.98% | 16.68% |
| 3 Year | 18.62% | 16.07% |
| 5 Year | 18.81% | 16.64% |
Risk Management
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 16.453% | 17.037% |
| Sharp | 0.764% | 0.65% |
| Beta | 0.915% | 0.902% |
| Alpha | 0.528% | -0.791% |
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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 | 6.38 | 0.86 |
| Mid Cap | 65.33 | 66.65 |
| Large Cap | 15.27 | 20.03 |
| Small Cap | 13.03 | 12.46 |
Sector Allocation
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.37 | 0.86 |
| Industrials | 14.82 | 27.34 |
| Healthcare | 11.03 | 8.52 |
| Basic Materials | 9.99 | 1.96 |
| Consumer Cyclical | 18.88 | 14.07 |
| Real Estate | 3.43 | 4.66 |
| Energy | 1.7 | - |
| Financial Services | 19.52 | 20.07 |
| Communication Services | 3.32 | 0.06 |
| Consumer Defensive | 3.4 | 2.39 |
| Utilities | 2.1 | 4.66 |
| Technology | 6.45 | 15.4 |
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