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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) | ₹3168 Cr | ₹15453 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 | 7.98% | 7.13% |
| 6 Month | 0.08% | -5.69% |
| 1 Year | 8.66% | 2.9% |
| 3 Year | 24.33% | 24.05% |
| 5 Year | 35.02% | 37.23% |
SIP Return Analysis
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.36% | -5.79% |
| 1 Year | -12.04% | -20.41% |
| 3 Year | 14.56% | 12.87% |
| 5 Year | 19.78% | 21.26% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.78% | 19.2% |
| 3 Year | 18.05% | 23.02% |
| 5 Year | 15.38% | 15.83% |
Risk Management
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 18.203% |
| Sharp | 0.69% | 0.572% |
| Beta | 0.77% | 0.882% |
| Alpha | 1.31% | -0.639% |
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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 | 6.13 | 3.74 |
| Small Cap | 84.96 | 72.68 |
| Large Cap | 6.23 | 2.59 |
| Mid Cap | 2.15 | 21 |
Sector Allocation
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.13 | 6.47 |
| Capital Markets | 3.69 | - |
| Auto Components | 6.36 | - |
| Construction | 2.73 | - |
| IT - Services | 5.03 | - |
| Industrial Manufacturing | 1.28 | - |
| Retailing | 1.73 | - |
| Banks | 7.41 | - |
| Chemicals & Petrochemicals | 2.82 | - |
| Consumer Durables | 7.87 | - |
| IT - Software | 2.54 | - |
| Pharmaceuticals & Biotechnology | 5.55 | - |
| Agricultural Food & other Products | 2.19 | - |
| Industrial Products | 8.5 | - |
| Fertilizers & Agrochemicals | 2.1 | - |
| Finance | 6.93 | - |
| Automobiles | 0.63 | - |
| Healthcare Services | 4.43 | - |
| Entertainment | 0.95 | - |
| Gas | 1.22 | - |
| Leisure Services | 3.57 | - |
| Cement & Cement Products | 1.79 | - |
| Other Consumer Services | 1.17 | - |
| Electrical Equipment | 1.53 | - |
| Insurance | 0.87 | - |
| Personal Products | 1.21 | - |
| Other Utilities | 1.4 | - |
| Realty | 3.16 | - |
| Transport Infrastructure | 1.56 | - |
| Aerospace & Defense | 1.83 | - |
| Textiles & Apparels | 0.79 | - |
| Beverages | 0.5 | - |
| Financial Services | - | 14.59 |
| Consumer Cyclical | - | 16.29 |
| Healthcare | - | 4.47 |
| Industrials | - | 27.7 |
| Technology | - | 9.98 |
| Basic Materials | - | 10.53 |
| Real Estate | - | 5.2 |
| Consumer Defensive | - | 3.38 |
| Energy | - | 1.4 |
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