Sundaram Small Cap Fund Regular Plan vs HSBC Small Cap Fund compare
Sundaram Small Cap Fund Regular Plan - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | 8.3% | 8.47% |
6 Month | -17.65% | -19.48% |
1 Year | 3.02% | 4.35% |
3 Year | 15.43% | 17.13% |
5 Year | 33.67% | 36.84% |
SIP Return Analysis
Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -11.08% | -13.84% |
1 Year | -18.51% | -23.33% |
3 Year | 14.02% | 14.38% |
5 Year | 20.59% | 23.45% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Funds Managed | 15 | 7 |
Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 7.11 | 3.74 |
Small Cap | 83.36 | 72.68 |
Large Cap | 5.23 | 2.59 |
Mid Cap | 4.29 | 21 |
Sector Allocation
Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 7.57 | 6.47 |
Financial Services | 17.7 | 14.59 |
Consumer Cyclical | 17.05 | 16.29 |
Technology | 4.98 | 9.98 |
Communication Services | 3.4 | - |
Industrials | 20.93 | 27.7 |
Basic Materials | 10.1 | 10.53 |
Energy | 0 | 1.4 |
Healthcare | 8.7 | 4.47 |
Consumer Defensive | 4.76 | 3.38 |
Utilities | 1.46 | - |
Real Estate | 3.37 | 5.2 |
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