- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1201 Cr | ₹787 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 | -0.62% | -0.73% |
| 6 Month | 1.41% | 4.34% |
| 1 Year | 6.13% | 1.15% |
| 3 Year | 11.27% | 13.56% |
| 5 Year | 11.17% | 11.68% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.44% | 1.3% |
| 1 Year | 7.47% | 10.61% |
| 3 Year | 9.88% | 11.42% |
| 5 Year | 10.3% | 11.46% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.87% | 7.81% |
| 3 Year | 7.96% | 9.76% |
| 5 Year | 7.91% | 8.55% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.11% | 7.28% |
| Sharp | 0.83% | 0.90% |
| 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 | 26.12 | 38.15 |
| Large Cap | 65.92 | 41.33 |
| Mid Cap | 5.88 | 14.77 |
| Small Cap | 2.08 | 5.75 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 23.45 | 29.88 |
| Energy | 9.42 | 1.82 |
| Financial Services | 31.04 | 26.52 |
| Technology | 2.07 | 4.97 |
| Industrials | 6.06 | 11.22 |
| Basic Materials | 4.94 | 1.41 |
| Consumer Defensive | 3.34 | 3.28 |
| Healthcare | 1.9 | 5.28 |
| Consumer Cyclical | 6.5 | 8.97 |
| Communication Services | 9.89 | 5.47 |
| Utilities | 1.07 | 1.18 |
| Real Estate | 0.32 | - |
Top Comparisons
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.44%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
HDFC Multi Cap Fund - Growth Option
3Y Returns19.9%
SBI Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.11%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.96%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.55%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.51%
