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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) | ₹1207 Cr | ₹786 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 | -1.08% | -1.45% |
| 6 Month | 1.43% | 3.3% |
| 1 Year | 7.06% | 8.57% |
| 3 Year | 11.26% | 13.32% |
| 5 Year | 10.82% | 11.43% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.84% | -2.16% |
| 1 Year | 2.44% | 3.8% |
| 3 Year | 8.18% | 9.07% |
| 5 Year | 9.32% | 10.2% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.83% | 7.75% |
| 3 Year | 7.98% | 9.8% |
| 5 Year | 7.92% | 8.56% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.34% | 4.64% |
| Sharp | 1.04% | 1.01% |
| Beta | 1.11% | 0.86% |
| Alpha | 0.75% | 3.87% |
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 | 26.43 | 38.57 |
| Large Cap | 65.85 | 42.83 |
| Mid Cap | 5.68 | 12.16 |
| Small Cap | 2.05 | 6.45 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 23.68 | 27.74 |
| Energy | 9.51 | 1.68 |
| Financial Services | 30.71 | 27.35 |
| Technology | 2.27 | 4.66 |
| Industrials | 5.91 | 12.13 |
| Basic Materials | 4.69 | 1.53 |
| Consumer Defensive | 3.33 | 3.05 |
| Healthcare | 1.61 | 4.39 |
| Consumer Cyclical | 6.79 | 11.37 |
| Utilities | 1.24 | 1.16 |
| Communication Services | 9.91 | 4.95 |
| Real Estate | 0.34 | - |
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