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Sundaram Small Cap Fund Regular Plan vs HSBC Small Cap Fund compare
Sundaram Small Cap Fund Regular Plan - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3341 Cr | ₹16041 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 15 Feb 2005 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 22% | 15% |
| Expense Ratio | 1.97 | 1.67 |
| Manager | Rohit Seksaria | Venugopal Manghat |
| ISIN Code | INF903J01470 | INF917K01QC7 |
| Exits Load | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Small Cap Fund - 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 Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -0.35% | -2.61% |
| 6 Month | 13.56% | 10.25% |
| 1 Year | -2% | -9.85% |
| 3 Year | 20.63% | 19.7% |
| 5 Year | 27.32% | 29.96% |
SIP Return Analysis
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.57% | -1.16% |
| 1 Year | 13.36% | 2.75% |
| 3 Year | 16.88% | 13.32% |
| 5 Year | 19.26% | 19.1% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.64% | 15.99% |
| 3 Year | 18.25% | 22.74% |
| 5 Year | 15.68% | 16.77% |
Risk Management
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 18.17% |
| Sharp | 0.87% | 0.69% |
| Beta | 0.77% | 0.91% |
| Alpha | 0.62% | -2.37% |
Fund Managers
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rohit Seksaria | Venugopal Manghat |
| Total AUM | ₹0 Cr | ₹41442 Cr |
| Funds Managed | 15 | 7 |
| Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.28 | 4.62 |
| Small Cap | 84.1 | 72.7 |
| Large Cap | 5.92 | 2.09 |
| Mid Cap | 1.7 | 20.58 |
Sector Allocation
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.01 | 3.9 |
| Financial Services | 18.08 | 15.29 |
| Consumer Cyclical | 21.13 | 16.07 |
| Communication Services | 5.47 | - |
| Industrials | 18.55 | 27.42 |
| Basic Materials | 7.98 | 10.54 |
| Technology | 4.45 | 9.37 |
| Healthcare | 12.08 | 8.27 |
| Consumer Defensive | 2.7 | 4.6 |
| Utilities | 1.14 | - |
| Real Estate | 2.41 | 3.67 |
| Energy | - | 0.87 |
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