Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Small Cap Fund Regular Plan vs HSBC Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

tortoise-icon HSBC Small Cap Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns24.71%

VS

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns20.25%

Compare Now

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns10.62%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns13.12%

Compare Now

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns7.03%

VS

UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund- Discontinued Growth Option

3Y Returns6.85%

Compare Now

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns18.34%

VS

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns19.66%

Compare Now
Add to Cart Successfully