- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3311 Cr | ₹16061 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 | 3.65% | 3.8% |
| 6 Month | 0.54% | -6.38% |
| 1 Year | 3.85% | -3.23% |
| 3 Year | 26.41% | 26.73% |
| 5 Year | 32.2% | 34.94% |
SIP Return Analysis
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 13.09% | 13.62% |
| 1 Year | 11.89% | 7.44% |
| 3 Year | 21.14% | 20.97% |
| 5 Year | 22.9% | 25.15% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.61% | 17.65% |
| 3 Year | 17.89% | 22.67% |
| 5 Year | 15.53% | 16.47% |
Risk Management
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 18.40% |
| Sharp | 1.03% | 0.89% |
| Beta | 0.77% | 0.89% |
| Alpha | 1.81% | -0.78% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.15 | 3.42 |
| Small Cap | 84.85 | 72.11 |
| Large Cap | 5.82 | 2.16 |
| Mid Cap | 2.19 | 22.31 |
Sector Allocation
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.15 | 3.42 |
| Capital Markets | 5.71 | - |
| Auto Components | 6.14 | - |
| IT - Services | 5.15 | - |
| Industrial Manufacturing | 1.38 | - |
| Construction | 2.48 | - |
| Finance | 6.34 | - |
| Retailing | 1.9 | - |
| Banks | 8.29 | - |
| Chemicals & Petrochemicals | 1.88 | - |
| Consumer Durables | 7.22 | - |
| IT - Software | 2.25 | - |
| Pharmaceuticals & Biotechnology | 5.23 | - |
| Agricultural Food & other Products | 2.11 | - |
| Industrial Products | 8.21 | - |
| Fertilizers & Agrochemicals | 2.28 | - |
| Automobiles | 0.6 | - |
| Healthcare Services | 4.62 | - |
| Entertainment | 0.92 | - |
| Gas | 1.23 | - |
| Leisure Services | 3.32 | - |
| Cement & Cement Products | 1.82 | - |
| Other Consumer Services | 0.49 | - |
| Electrical Equipment | 1.73 | - |
| Insurance | 1.22 | - |
| Personal Products | 1.09 | - |
| Other Utilities | 1.46 | - |
| Realty | 3.24 | - |
| Transport Infrastructure | 1.69 | - |
| Aerospace & Defense | 1.98 | - |
| Textiles & Apparels | 0.88 | - |
| Consumer Defensive | - | 4.31 |
| Financial Services | - | 16.18 |
| Consumer Cyclical | - | 15.6 |
| Healthcare | - | 7.18 |
| Industrials | - | 28.92 |
| Technology | - | 8.65 |
| Basic Materials | - | 11.06 |
| Real Estate | - | 3.79 |
| Energy | - | 0.9 |
Top Comparisons
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.7%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns7.25%
Sundaram Liquid Fund (G)
3Y Returns6.92%
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns6.92%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns25.62%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.66%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.78%
