HSBC Business Cycles Fund vs Sundaram Services Fund Regular Plan compare
Sundaram Services Fund Regular Plan - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4426 Cr | ₹1117 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Sep 2018 | 20 Aug 2014 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Service Sector TRI | NIFTY 500 TRI |
| Turn Over | 29% | 28% |
| Expense Ratio | 1.94 | 2.28 |
| Manager | Rohit Seksaria | Venugopal Manghat |
| ISIN Code | INF903JA1EX7 | INF917K01RF8 |
| Exits Load | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Business Cycles 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 Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.28% | 1.71% |
| 6 Month | 9.2% | 8.53% |
| 1 Year | 9.96% | -0.8% |
| 3 Year | 18.06% | 20.88% |
| 5 Year | 24.85% | 24.62% |
SIP Return Analysis
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.29% | -1.35% |
| 1 Year | 10.83% | 6.35% |
| 3 Year | 16.01% | 16.58% |
| 5 Year | 16.85% | 18.32% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.31% | 11.26% |
| 3 Year | 21.8% | 13.82% |
| 5 Year | 22.06% | 10.88% |
Risk Management
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.46% | 16.59% |
| Sharp | 0.88% | 0.84% |
| Beta | 0.97% | 1.11% |
| Alpha | 5.88% | 3.18% |
Fund Managers
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Rohit Seksaria | Venugopal Manghat |
| Total AUM | ₹0 Cr | ₹41442 Cr |
| Funds Managed | 15 | 7 |
| Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 14.21 | 7.28 |
| Large Cap | 51.59 | 44.53 |
| Small Cap | 26.9 | 39.96 |
| Mid Cap | 7.3 | 8.23 |
Sector Allocation
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.1 | 7.28 |
| Energy | 4.72 | 5.56 |
| Technology | 6.96 | 0.86 |
| Financial Services | 36.62 | 26.78 |
| Consumer Cyclical | 13.34 | 20.6 |
| Communication Services | 15.64 | - |
| Healthcare | 8.51 | - |
| Industrials | 6.49 | 27.47 |
| Real Estate | 1.61 | 1.13 |
| Basic Materials | - | 10.32 |
Top Comparisons
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.83%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.51%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.21%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns15.02%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.69%