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Sundaram Equity Savings Fund (G) vs HSBC Equity Savings Fund compare
Sundaram Equity Savings Fund (G)
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹1153 Cr | ₹671 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 May 2002 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 75% |
| Expense Ratio | 2.19 | 1.51 |
| Manager | Dwijendra Srivastava | Mahesh A Chhabria |
| ISIN Code | INF173K01213 | INF917K01AA5 |
| Exits Load | Sundaram Equity Savings Fund - 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 (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.6% | 0.81% |
| 6 Month | 6.28% | 11.4% |
| 1 Year | 4.14% | 4.02% |
| 3 Year | 11.84% | 14.12% |
| 5 Year | 12.97% | 13.57% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.38% | 5.13% |
| 1 Year | 8.07% | 14.47% |
| 3 Year | 10.6% | 13.95% |
| 5 Year | 10.68% | 12.74% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.9% | 7.91% |
| 3 Year | 7.94% | 9.59% |
| 5 Year | 7.9% | 8.48% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.22% | 7.29% |
| Sharp | 0.85% | 0.88% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Mahesh A Chhabria |
| Total AUM | ₹14140 Cr | ₹15021 Cr |
| Funds Managed | 14 | 9 |
| Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Sundaram Equity Savings Fund (G) |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 30.3 | 41.06 |
| Large Cap | 63.11 | 36.05 |
| Mid Cap | 5.15 | 16.47 |
| Small Cap | 1.44 | 6.42 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 28.62 | 32.5 |
| Energy | 8.67 | 1.85 |
| Financial Services | 24.91 | 24.04 |
| Technology | 5.97 | 5.02 |
| Healthcare | 2.66 | 7.4 |
| Industrials | 5.33 | 9.03 |
| Basic Materials | 4.09 | 2.66 |
| Consumer Defensive | 4.56 | 3.51 |
| Consumer Cyclical | 4.73 | 10.66 |
| Communication Services | 9.04 | 1.83 |
| Utilities | 1.11 | 1.45 |
| Real Estate | 0.31 | 0.04 |
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