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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) | ₹12501 Cr | ₹11749 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 | 3.44% | 4.33% |
| 6 Month | 21.89% | 27.38% |
| 1 Year | -0.27% | -0.47% |
| 3 Year | 22.84% | 24.49% |
| 5 Year | 25.94% | 23.51% |
SIP Return Analysis
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.36% | 7.51% |
| 1 Year | 14.63% | 17.41% |
| 3 Year | 22.94% | 23.71% |
| 5 Year | 22.54% | 21.78% |
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 | 15.01% | 16.88% |
| Sharp | 0.98% | 0.91% |
| Beta | 0.90% | 0.97% |
| Alpha | 1.38% | 1.08% |
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 | 7.85 | 8.9 |
| Mid Cap | 66.45 | 60.95 |
| Large Cap | 10.82 | 14.96 |
| Small Cap | 14.88 | 15.2 |
Sector Allocation
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 4.8 | 0.91 |
| Industrials | 14.64 | 27.91 |
| Financial Services | 19.14 | 27.38 |
| Basic Materials | 10.56 | 0.76 |
| Healthcare | 11.81 | 10.27 |
| Technology | 5.82 | 11.09 |
| Consumer Cyclical | 18 | 13.18 |
| Real Estate | 3.59 | 0.1 |
| Energy | 1.85 | - |
| Communication Services | 2.2 | 1.6 |
| Consumer Defensive | 5.19 | 5.44 |
| Utilities | 2.41 | 1.36 |
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