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) | ₹4429 Cr | ₹1153 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 | -2.76% | -3.29% |
6 Month | 11.51% | 12.64% |
1 Year | 10.35% | 1.39% |
3 Year | 19.51% | 23.03% |
5 Year | 25.66% | 26.63% |
SIP Return Analysis
Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 7.49% | 7.93% |
1 Year | 15.84% | 9.71% |
3 Year | 20.31% | 22.51% |
5 Year | 20.29% | 22.27% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 19.51% | 11.98% |
3 Year | 21.93% | 13.2% |
5 Year | 21.73% | 10.61% |
Risk Management
Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.00% | 17.42% |
Sharp | 1.25% | 1.21% |
Beta | 0.91% | 1.11% |
Alpha | 6.26% | 4.95% |
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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 | 13.02 | 4.13 |
Large Cap | 51.38 | 44.87 |
Small Cap | 28.11 | 41.16 |
Mid Cap | 7.48 | 9.83 |
Sector Allocation
Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.48 | 4.13 |
Energy | 5.19 | 5.87 |
Technology | 6.65 | 1.15 |
Financial Services | 37.98 | 30.98 |
Consumer Cyclical | 12.41 | 20.84 |
Communication Services | 15.64 | - |
Healthcare | 7.99 | - |
Industrials | 6.04 | 25.83 |
Real Estate | 1.61 | 0.82 |
Basic Materials | - | 10.38 |
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