Sundaram Mid Cap Fund Regular Plan vs HSBC Midcap Fund 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) | ₹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 | 3.29% | 5.77% |
| 6 Month | 7.99% | 8.57% |
| 1 Year | 34.11% | 41.24% |
| 3 Year | 25.66% | 26.1% |
| 5 Year | 24.73% | 25.34% |
| Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 26.13% | 35.53% |
| 3 Year | 32.98% | 36.6% |
| 5 Year | 29.8% | 30.36% |
| 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 | 1.22% | 1.33% |
| Beta | 0.88% | 0.82% |
| Alpha | 3.05% | 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 | 5.82 | 0.95 |
| Mid Cap | 67.46 | 66.38 |
| Large Cap | 13.04 | 21.26 |
| Small Cap | 13.95 | 11.41 |
| Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 5.82 | 0.95 |
| Industrial Products | 7.67 | 6.99 |
| Pharmaceuticals & Biotechnology | 6.89 | 4.86 |
| Cement & Cement Products | 1.94 | 0.15 |
| Healthcare Services | 4.37 | 2.24 |
| Electrical Equipment | 3.19 | 19.32 |
| Chemicals & Petrochemicals | 1.47 | 0.04 |
| Leisure Services | 3.59 | 2.29 |
| Auto Components | 7.23 | 0.1 |
| Realty | 3.04 | 6.99 |
| Petroleum Products | 1.42 | - |
| Automobiles | 1.48 | 1.2 |
| Finance | 8.57 | 4.49 |
| Transport Services | 2.13 | - |
| Capital Markets | 2.39 | 7.86 |
| Telecom - Services | 1.12 | 0.31 |
| Fertilizers & Agrochemicals | 3.11 | - |
| Banks | 8.64 | 2.25 |
| Insurance | 1.28 | - |
| Agricultural Food & other Products | 1.22 | - |
| Consumer Durables | 6.05 | 8.98 |
| Gas | 0.9 | - |
| IT - Software | 4.71 | 4.07 |
| Aerospace & Defense | 1.31 | 3.28 |
| Financial Technology (Fintech) | 1.67 | 2.85 |
| Food Products | 0.88 | - |
| Retailing | 4.29 | 9.12 |
| Beverages | 1.19 | 0.31 |
| Ferrous Metals | 0.99 | 0.19 |
| Power | 1.71 | 6.19 |
| Construction | - | 0.2 |
| IT - Services | - | 0.19 |
| Paper, Forest & Jute Products | - | 1.08 |
| Industrial Manufacturing | - | 1.55 |
| Cigarettes & Tobacco Products | - | 1.95 |
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