HSBC Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
Fund | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Moderate | Moderately High |
Asset Size (Cr) | ₹1067 Cr | ₹1067 Cr | ₹646 Cr |
Min Investment | ₹100 | ₹100 | ₹5000 |
Min SIP Invesment | ₹200000 | ₹200000 | ₹500 |
Min Addl Investment | ₹100 | ₹100 | ₹1000 |
Launch Date | 02 Jan 2013 | 02 Jan 2013 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | % | % | 75% |
Expense Ratio | 0.75 | 0.75 | 1.51 |
Manager | Dwijendra Srivastava | Dwijendra Srivastava | Mahesh A Chhabria |
ISIN Code | INF173K01GZ9 | INF173K01GZ9 | INF917K01AA5 |
Exits Load | Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
1 Month | 1.79% | 1.79% | 1.48% |
6 Month | 2.54% | 2.54% | -2.15% |
1 Year | 9.79% | 9.79% | 6.14% |
3 Year | 12.87% | 12.87% | 11.06% |
5 Year | 16.02% | 16.02% | 14.51% |
SIP Return Analysis
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
6 Month | 2.43% | 2.43% | -1.42% |
1 Year | 6.61% | 6.61% | -2.5% |
3 Year | 13.5% | 13.5% | 11.37% |
5 Year | 13.59% | 13.59% | 11.55% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
1 Year | 9.43% | 9.43% | 8.17% |
3 Year | 9.27% | 9.27% | 9.36% |
5 Year | 10.01% | 10.01% | 8.3% |
Risk Management
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
Standard Deviation | 5.681% | 5.681% | 7.536% |
Sharp | 0.875% | 0.875% | 0.463% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
Name | Dwijendra Srivastava | Dwijendra Srivastava | Mahesh A Chhabria |
Total AUM | ₹14140 Cr | ₹14140 Cr | ₹15021 Cr |
Funds Managed | 14 | 14 | 9 |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
Others | 27.55 | 27.55 | 30.31 |
Large Cap | 58.49 | 58.49 | 30.87 |
Mid Cap | 8.77 | 8.77 | 27.88 |
Small Cap | 5.19 | 5.19 | 10.93 |
Sector Allocation
Scheme Name |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|---|
Others | 27.69 | 27.69 | 30.31 |
Energy | 8.35 | 8.35 | 2.24 |
Technology | 8.85 | 8.85 | 6.08 |
Basic Materials | 2.65 | 2.65 | 1.25 |
Industrials | 6.64 | 6.64 | 11.69 |
Financial Services | 21.31 | 21.31 | 35.89 |
Consumer Defensive | 4.31 | 4.31 | 0.02 |
Healthcare | 3.57 | 3.57 | 1.82 |
Consumer Cyclical | 10.06 | 10.06 | 9.62 |
Communication Services | 5.78 | 5.78 | - |
Real Estate | 0.25 | 0.25 | 0.04 |
Utilities | 0.54 | 0.54 | 1.03 |
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