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) | ₹1092 Cr | ₹649 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 | 0.42% | 0.76% |
6 Month | 4.97% | -0.85% |
1 Year | 7.38% | 2.38% |
3 Year | 12.54% | 13.13% |
5 Year | 13.57% | 13.85% |
SIP Return Analysis
Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 4.01% | 4.38% |
1 Year | 8.79% | 4.15% |
3 Year | 11.98% | 12.26% |
5 Year | 11.7% | 11.81% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.01% | 8.13% |
3 Year | 7.89% | 9.47% |
5 Year | 7.87% | 8.41% |
Risk Management
Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 5.44% | 7.32% |
Sharp | 1.12% | 0.92% |
Beta | - | - |
Alpha | - | - |
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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 | 31.34 | 31.72 |
Large Cap | 56.16 | 46.75 |
Mid Cap | 6.77 | 14.13 |
Small Cap | 5.73 | 7.41 |
Sector Allocation
Scheme Name |
Sundaram Equity Savings Fund (G) |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 30.93 | 31.19 |
Energy | 9.53 | 1.98 |
Technology | 6.37 | 1.99 |
Basic Materials | 4.23 | 1.48 |
Industrials | 6.73 | 8.67 |
Financial Services | 17 | 31.16 |
Consumer Defensive | 5.05 | 3.55 |
Healthcare | 3.65 | 4.81 |
Consumer Cyclical | 6.64 | 11.21 |
Communication Services | 9.04 | 1.92 |
Real Estate | 0.27 | 0.04 |
Utilities | 0.57 | 1.98 |
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