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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) | ₹13345 Cr | ₹12549 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 | -1.27% | -2.17% |
| 6 Month | 6.79% | 6.69% |
| 1 Year | 2.48% | -3.9% |
| 3 Year | 23.39% | 23.75% |
| 5 Year | 22.88% | 20.76% |
SIP Return Analysis
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.96% | 0.38% |
| 1 Year | 14.3% | 14.83% |
| 3 Year | 20.05% | 19.7% |
| 5 Year | 20.97% | 19.99% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 20.02% | 15.7% |
| 3 Year | 19.49% | 16.82% |
| 5 Year | 19.08% | 17.14% |
Risk Management
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.07% | 16.83% |
| Sharp | 1.09% | 1.00% |
| Beta | 0.93% | 0.98% |
| Alpha | 1.46% | 1.06% |
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 | 9.41 | 17.1 |
| Mid Cap | 67.5 | 48.73 |
| Large Cap | 10.07 | 13.42 |
| Small Cap | 13.03 | 20.75 |
Sector Allocation
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.74 | 2 |
| Financial Services | 21.47 | 36.24 |
| Basic Materials | 9.51 | 0.05 |
| Healthcare | 10.33 | 7.16 |
| Technology | 6.13 | 12.62 |
| Industrials | 14.16 | 22.68 |
| Consumer Cyclical | 15.93 | 12.8 |
| Real Estate | 3.71 | 0 |
| Energy | 2.11 | - |
| Communication Services | 2.49 | 1.87 |
| Consumer Defensive | 6.1 | 4.57 |
| Utilities | 2.32 | 0.02 |
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