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 | 3.73% | 3.72% |
| 6 Month | 26.72% | 26.52% |
| 1 Year | 55.76% | 60.43% |
| 3 Year | 27.27% | 25.49% |
| 5 Year | 27% | 26.87% |
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.78% | 24.45% |
| 3 Year | 55% | 55.97% |
| 5 Year | 101.07% | 97.55% |
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 26.93% | 26.79% |
| 3 Year | 73.41% | 70.32% |
| 5 Year | 110.61% | 108.92% |
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.35% | 12.61% |
| Sharp | 1.37% | 1.33% |
| Beta | 0.87% | 0.82% |
| Alpha | 1.34% | 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 | 3.86 |
| Mid Cap | 66.49 | 62.9 |
| Large Cap | 17.11 | 15.51 |
| Small Cap | 9.85 | 17.73 |
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 2.66 | 1.21 |
| Materials | 5.11 | 1.31 |
| Healthcare | 10.83 | 8.04 |
| Technology | 4.25 | 3.88 |
| Financial | 18.38 | 14.88 |
| Chemicals | 3.8 | 0.48 |
| Capital Goods | 11.59 | 24.9 |
| Automobile | 9.82 | 5.11 |
| Construction | 2.45 | 10.57 |
| Energy | 4.29 | 4.85 |
| Services | 13.57 | 13.3 |
| Consumer Discretionary | 4.72 | 2.18 |
| Communication | 0.34 | 0.76 |
| Consumer Staples | 1.94 | 2.85 |
| Metals & Mining | 3.91 | 4.47 |
| Insurance | 0.46 | - |
| Unclassified | 1.83 | - |
| Diversified | - | 1.21 |
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