HSBC Midcap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Sundaram Mid Cap Fund Regular Plan - Growth
HSBC Midcap Fund - Regular Growth
Chart Comparison
| 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) | ₹11825 Cr | ₹11420 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 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 | 1.73 | 1.73 |
| Manager | Ratish Varier | Venugopal Manghat |
| ISIN Code | INF903J01173 | INF917K01254 |
| Exits Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | -6.04% | -6.58% |
| 6 Month | 10.84% | 10.45% |
| 1 Year | 37.76% | 40.85% |
| 3 Year | 21.7% | 21.43% |
| 5 Year | 23.73% | 23.64% |
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 29.86% | 32.98% |
| 3 Year | 32.77% | 33.96% |
| 5 Year | 29.48% | 28.83% |
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 21.22% | 16.79% |
| 3 Year | 18.05% | 15.6% |
| 5 Year | 18.53% | 16.17% |
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.35% | 12.61% |
| Sharp | 1.16% | 1.33% |
| Beta | 0.88% | 0.82% |
| Alpha | 2.72% | 1.66% |
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| 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 |
| Fund Manage | 3 | 7 |
| Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 6.5 | 0.95 |
| Mid Cap | 66.49 | 66.38 |
| Large Cap | 17.11 | 21.26 |
| Small Cap | 9.85 | 11.41 |
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.66 | 0.95 |
| Materials | 5.11 | - |
| Healthcare | 10.83 | - |
| Technology | 4.25 | - |
| Financial | 18.38 | - |
| Chemicals | 3.8 | - |
| Capital Goods | 11.59 | - |
| Automobile | 9.82 | - |
| Construction | 2.45 | 0.2 |
| Energy | 4.29 | - |
| Services | 13.57 | - |
| Consumer Discretionary | 4.72 | - |
| Communication | 0.34 | - |
| Consumer Staples | 1.94 | - |
| Metals & Mining | 3.91 | - |
| Insurance | 0.46 | - |
| Unclassified | 1.83 | - |
| Finance | - | 4.49 |
| IT - Services | - | 0.19 |
| Healthcare Services | - | 2.24 |
| Pharmaceuticals & Biotechnology | - | 4.86 |
| Electrical Equipment | - | 19.32 |
| IT - Software | - | 4.07 |
| Leisure Services | - | 2.29 |
| Paper, Forest & Jute Products | - | 1.08 |
| Aerospace & Defense | - | 3.28 |
| Realty | - | 6.99 |
| Chemicals & Petrochemicals | - | 0.04 |
| Capital Markets | - | 7.86 |
| Industrial Products | - | 6.99 |
| Power | - | 6.19 |
| Banks | - | 2.25 |
| Ferrous Metals | - | 0.19 |
| Consumer Durables | - | 8.98 |
| Industrial Manufacturing | - | 1.55 |
| Cigarettes & Tobacco Products | - | 1.95 |
| Auto Components | - | 0.1 |
| Telecom - Services | - | 0.31 |
| Retailing | - | 9.12 |
| Financial Technology (Fintech) | - | 2.85 |
| Automobiles | - | 1.2 |
| Cement & Cement Products | - | 0.15 |
| Beverages | - | 0.31 |
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