HSBC Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
Sundaram Small Cap Fund Regular Plan - Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| 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) | ₹3450 Cr | ₹16920 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 Index |
| Turn Over | 22% | 15% |
| Expense Ratio | 1.93 | 1.68 |
| 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 |
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -5.75% | -9.3% |
| 6 Month | -1.21% | -3.09% |
| 1 Year | 11.68% | 14.99% |
| 3 Year | 16.76% | 19.18% |
| 5 Year | 24.64% | 27.35% |
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.65% | 7.22% |
| 3 Year | 22.73% | 26.19% |
| 5 Year | 26.67% | 31.44% |
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.53% | 18.47% |
| 3 Year | 17.99% | 22.98% |
| 5 Year | 15.23% | 14.99% |
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 14.69% |
| Sharp | 0.83% | 1.4% |
| Beta | 0.75% | 0.8% |
| Alpha | 0.89% | 7.09% |
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| 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 |
| Fund Manage | 15 | 7 |
| Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.61 | 2 |
| Small Cap | 85.31 | 74.77 |
| Large Cap | 3.23 | 1.97 |
| Mid Cap | 6.85 | 21.26 |
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.61 | 2 |
| Realty | 3.42 | 5.3 |
| Capital Markets | 7.76 | 8.11 |
| Auto Components | 5.11 | 5.4 |
| Construction | 4.26 | 7.87 |
| IT - Services | 4.96 | - |
| Industrial Manufacturing | 0.86 | 2.67 |
| Chemicals & Petrochemicals | 3.04 | 1.92 |
| Banks | 7.91 | 3.25 |
| Consumer Durables | 8.18 | 6.72 |
| Petroleum Products | 0.95 | - |
| Pharmaceuticals & Biotechnology | 4.78 | 6.94 |
| IT - Software | 4.07 | 3.76 |
| Personal Products | 2.27 | - |
| Agricultural Food & other Products | 0.94 | 1.74 |
| Industrial Products | 10.56 | 16.52 |
| Fertilizers & Agrochemicals | 1.69 | 2.62 |
| Finance | 5.47 | 4.37 |
| Electrical Equipment | 2.09 | 4.25 |
| Automobiles | 0.83 | - |
| Healthcare Services | 3.54 | 0.18 |
| Entertainment | 1.4 | - |
| Gas | 1.7 | 1.68 |
| Leisure Services | 3.37 | 1.68 |
| Cement & Cement Products | 1.67 | - |
| Other Consumer Services | 1.06 | 0.24 |
| Insurance | 0.59 | - |
| Transport Services | 0.28 | - |
| Textiles & Apparels | 0.83 | 4.75 |
| Beverages | 1.8 | 0.88 |
| Retailing | - | 2.29 |
| Paper, Forest & Jute Products | - | 2.66 |
| Household Products | - | 0.53 |
| Commercial Services & Supplies | - | 1.67 |
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