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

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Sundaram Small Cap Fund Regular Plan - Growth

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HSBC Small Cap 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 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

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
1 Month	-6.03%	-7.09%
6 Month	-19.27%	-21.98%
1 Year	-1.84%	-0.38%
3 Year	15.32%	16.4%
5 Year	24.26%	27.45%

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
6 Month	-14.55%	-17.59%
1 Year	-25.45%	-30.92%
3 Year	11.21%	10.81%
5 Year	19.31%	21.73%

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%

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	14.09%	18.203%
Sharp	0.55%	0.572%
Beta	0.77%	0.882%
Alpha	0.62%	-0.639%

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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	7.11337	3.73606
Small Cap	83.36161	72.67612
Large Cap	5.23203	2.59256
Mid Cap	4.29297	20.99523

Scheme Name	Sundaram Small Cap Fund Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Others	7.56983	6.46878
Financial Services	17.69601	14.58974
Consumer Cyclical	17.04771	16.28569
Technology	4.98467	9.97862
Communication Services	3.39667	-
Industrials	20.92862	27.70149
Basic Materials	10.09702	10.53352
Energy	0	1.396
Healthcare	8.69596	4.46622
Consumer Defensive	4.75805	3.37769
Utilities	1.45675	-
Real Estate	3.36869	5.20222