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) | ₹4769 Cr | ₹1152 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 | -1.77% | -3.63% |
| 6 Month | 2.49% | -4.3% |
| 1 Year | 6.3% | -7.49% |
| 3 Year | 17.43% | 18.88% |
| 5 Year | 20.16% | 19.66% |
SIP Return Analysis
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.25% | -2.75% |
| 1 Year | 16.99% | 5.13% |
| 3 Year | 17.38% | 14.36% |
| 5 Year | 17.33% | 16.86% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.5% | 10.82% |
| 3 Year | 21.68% | 14.36% |
| 5 Year | 22.15% | 11.07% |
Risk Management
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.45% | 16.69% |
| Sharp | 0.83% | 0.77% |
| Beta | 0.97% | 1.12% |
| Alpha | 5.72% | 2.91% |
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 | 12.99 | 8.46 |
| Large Cap | 53.39 | 43.04 |
| Small Cap | 26.81 | 40.53 |
| Mid Cap | 6.81 | 7.97 |
Sector Allocation
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 4.5 | 5.85 |
| Energy | 5.04 | 5.47 |
| Technology | 7.9 | 1.76 |
| Financial Services | 38.53 | 30.03 |
| Consumer Cyclical | 12.81 | 18.14 |
| Communication Services | 15.77 | - |
| Healthcare | 7.41 | 0.49 |
| Industrials | 6.38 | 27.63 |
| Real Estate | 1.67 | 2.44 |
| Basic Materials | - | 8.2 |
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