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)	₹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%

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