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HSBC Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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tortoise-icon HSBC Midcap Fund - Regular Growth

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Chart Comparison

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

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) ₹11638 Cr ₹10753 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 2% 1.83%
6 Month -5.63% -9.92%
1 Year 11.49% 4.78%
3 Year 22.19% 19.91%
5 Year 29.49% 26.53%

SIP Return Analysis

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth HSBC Midcap Fund - Regular Growth
6 Month -2.14% -6.29%
1 Year -6.72% -15.58%
3 Year 21.75% 19.03%
5 Year 22.84% 19.76%

Rolling Lumpsum Returns

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth HSBC Midcap Fund - Regular Growth
1 Year 21.47% 17.31%
3 Year 18.34% 15.78%
5 Year 18.67% 16.4%

Risk Management

Scheme Name Sundaram Mid Cap Fund Regular Plan - Growth HSBC Midcap Fund - Regular Growth
Standard Deviation 16.453% 17.037%
Sharp 0.764% 0.65%
Beta 0.915% 0.902%
Alpha 0.528% -0.791%

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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 6.38 0.86
Mid Cap 65.33 66.65
Large Cap 15.27 20.03
Small Cap 13.03 12.46

Sector Allocation

Scheme Name

Sundaram Mid Cap Fund Regular Plan - Growth

HSBC Midcap Fund - Regular Growth

Others 5.37 0.86
Industrials 14.82 27.34
Healthcare 11.03 8.52
Basic Materials 9.99 1.96
Consumer Cyclical 18.88 14.07
Real Estate 3.43 4.66
Energy 1.7 -
Financial Services 19.52 20.07
Communication Services 3.32 0.06
Consumer Defensive 3.4 2.39
Utilities 2.1 4.66
Technology 6.45 15.4

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