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
| 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) | ₹3333 Cr | ₹16396 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 10 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 | 1.7 |
| Manager | Rohit Seksaria | Venugopal Manghat |
| ISIN Code | INF903J01470 | INF917K01QC7 |
| 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 Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.78% | 1.86% |
| 6 Month | 20.94% | 22.79% |
| 1 Year | 39.85% | 46% |
| 3 Year | 20.76% | 30.37% |
| 5 Year | 30.93% | 32.48% |
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.31% | 21.58% |
| 3 Year | 48.22% | 58.86% |
| 5 Year | 111.75% | 137.96% |
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 32.21% | 36.36% |
| 3 Year | 81.53% | 99.84% |
| 5 Year | 119.87% | 151.38% |
| Scheme Name | Sundaram Small Cap Fund Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.09% | 14.69% |
| Sharp | 1.09% | 1.4% |
| Beta | 0.75% | 0.8% |
| Alpha | 1.53% | 7.09% |
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| 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 |
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 6.79 | 3.91 |
| Small Cap | 76.79 | 72.94 |
| Large Cap | 7.72 | 3.03 |
| Mid Cap | 8.71 | 20.12 |
| Scheme Name |
Sundaram Small Cap Fund Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.48 | 2.51 |
| Automobile | 3.14 | 3.89 |
| Financial | 24.44 | 7.98 |
| Capital Goods | 10.59 | 17.67 |
| Technology | 8.31 | 5.93 |
| Healthcare | 8.1 | 5.3 |
| Chemicals | 2.36 | 1.41 |
| Materials | 4.69 | 9.17 |
| Consumer Staples | 6.04 | 5.57 |
| Metals & Mining | 2.72 | 8.71 |
| Consumer Discretionary | 5.01 | 2.17 |
| Construction | 6.33 | 12.47 |
| Services | 11.54 | 10.12 |
| Energy | 1.2 | - |
| Textiles | 1.12 | 3.7 |
| Unclassified | 1.94 | - |
| Diversified | - | 3.4 |
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