Sundaram Mid Cap Fund Regular Plan vs HSBC Midcap Fund compare

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)	₹12350 Cr	₹11768 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	1.74	1.73
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

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
1 Month	-8.54%	-14.73%
6 Month	-4.03%	-7.68%
1 Year	18.79%	15.65%
3 Year	21.76%	20.06%
5 Year	21.17%	20.29%

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
6 Month	-	-
1 Year	18.68%	26.23%
3 Year	31.48%	34.88%
5 Year	28.97%	29.43%

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	3.17%	1.66%

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	5.82	1.68
Mid Cap	67.46	63.71
Large Cap	13.04	23.14
Small Cap	13.95	11.47

Scheme Name	Sundaram Mid Cap Fund Regular Plan - Growth	HSBC Midcap Fund - Regular Growth
Others	5.82	1.68
Industrial Products	7.67	4.39
Pharmaceuticals & Biotechnology	6.89	3.82
Cement & Cement Products	1.94	0.58
Healthcare Services	4.37	3.09
Electrical Equipment	3.19	18.97
Chemicals & Petrochemicals	1.47	0.04
Leisure Services	3.59	2.27
Auto Components	7.23	-
Realty	3.04	7.01
Petroleum Products	1.42	-
Automobiles	1.48	0.85
Finance	8.57	0.29
Transport Services	2.13	-
Capital Markets	2.39	11.33
Telecom - Services	1.12	0.05
Fertilizers & Agrochemicals	3.11	-
Banks	8.64	2.15
Insurance	1.28	-
Agricultural Food & other Products	1.22	-
Consumer Durables	6.05	11.63
Gas	0.9	-
IT - Software	4.71	5.25
Aerospace & Defense	1.31	3.29
Financial Technology (Fintech)	1.67	4.62
Food Products	0.88	-
Retailing	4.29	8.27
Beverages	1.19	0.83
Ferrous Metals	0.99	-
Power	1.71	4.74
IT - Services	-	0.04
Paper, Forest & Jute Products	-	1.24
Industrial Manufacturing	-	1.62
Cigarettes & Tobacco Products	-	1.45
Commercial Services & Supplies	-	0.5