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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) | ₹1116 Cr | ₹655 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 | 0.97% | 3.41% |
| 6 Month | 7.21% | 12.7% |
| 1 Year | 3.93% | 5.38% |
| 3 Year | 10.81% | 13.52% |
| 5 Year | 13.1% | 13.86% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.88% | 5.93% |
| 1 Year | 7.61% | 12.93% |
| 3 Year | 10.86% | 14.04% |
| 5 Year | 10.87% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.98% | 8.03% |
| 3 Year | 7.92% | 9.53% |
| 5 Year | 7.89% | 8.45% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.35% | 7.31% |
| Sharp | 0.72% | 0.84% |
| 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 | 30.16 | 38.05 |
| Large Cap | 63.57 | 38.37 |
| Small Cap | 1.74 | 6.12 |
| Mid Cap | 4.53 | 17.46 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 28.55 | 32.02 |
| Energy | 9.11 | 1.94 |
| Technology | 6.39 | 2.64 |
| Financial Services | 23.91 | 26.43 |
| Healthcare | 2.76 | 7.89 |
| Industrials | 5.37 | 10.18 |
| Basic Materials | 4.19 | 1.29 |
| Consumer Defensive | 4.87 | 3.1 |
| Consumer Cyclical | 4.48 | 11.01 |
| Communication Services | 9 | 1.9 |
| Utilities | 1.17 | 1.55 |
| Real Estate | 0.2 | 0.05 |
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