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

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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tortoise-icon 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) ₹3450 Cr ₹16920 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 Index
Turn Over 22% 15%
Expense Ratio 1.93 1.68
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 3.92% 7.2%
6 Month 5.35% 6.97%
1 Year 20.07% 29.52%
3 Year 20.53% 25.89%
5 Year 28.37% 31.68%

SIP Return Analysis

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 17.28% 28.16%
3 Year 27.61% 33.21%
5 Year 29.87% 35.83%

Rolling Lumpsum Returns

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Year 16.53% 18.47%
3 Year 17.99% 22.98%
5 Year 15.23% 14.99%

Risk Management

Scheme Name Sundaram Small Cap Fund Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation 14.09% 14.69%
Sharp 0.97% 1.4%
Beta 0.75% 0.8%
Alpha 1.4% 7.09%

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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
Fund Manage 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 4.61 3.91
Small Cap 85.31 72.94
Large Cap 3.23 3.03
Mid Cap 6.85 20.12

Sector Allocation

Scheme Name

Sundaram Small Cap Fund Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

Others 4.61 2.51
Realty 3.42 -
Capital Markets 7.76 -
Auto Components 5.11 -
Construction 4.26 12.47
IT - Services 4.96 -
Industrial Manufacturing 0.86 -
Chemicals & Petrochemicals 3.04 -
Banks 7.91 -
Consumer Durables 8.18 -
Petroleum Products 0.95 -
Pharmaceuticals & Biotechnology 4.78 -
IT - Software 4.07 -
Personal Products 2.27 -
Agricultural Food & other Products 0.94 -
Industrial Products 10.56 -
Fertilizers & Agrochemicals 1.69 -
Finance 5.47 -
Electrical Equipment 2.09 -
Automobiles 0.83 -
Healthcare Services 3.54 -
Entertainment 1.4 -
Gas 1.7 -
Leisure Services 3.37 -
Cement & Cement Products 1.67 -
Other Consumer Services 1.06 -
Insurance 0.59 -
Transport Services 0.28 -
Textiles & Apparels 0.83 -
Beverages 1.8 -
Financial - 7.98
Materials - 9.17
Services - 10.12
Automobile - 3.89
Healthcare - 5.3
Technology - 5.93
Consumer Staples - 5.57
Chemicals - 1.41
Metals & Mining - 8.71
Consumer Discretionary - 2.17
Textiles - 3.7
Capital Goods - 17.67
Diversified - 3.4

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