Sundaram Services Fund Regular Plan vs HSBC Business Cycles Fund compare
Sundaram Services Fund Regular Plan - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4674 Cr | ₹1161 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Sep 2018 | 20 Aug 2014 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Service Sector TRI | NIFTY 500 TRI |
| Turn Over | 29% | 28% |
| Expense Ratio | 1.94 | 2.28 |
| Manager | Rohit Seksaria | Venugopal Manghat |
| ISIN Code | INF903JA1EX7 | INF917K01RF8 |
| Exits Load | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.42% | -2.68% |
| 6 Month | 4.46% | -2.96% |
| 1 Year | 7.2% | -6.75% |
| 3 Year | 17.19% | 18.84% |
| 5 Year | 21.5% | 20.43% |
SIP Return Analysis
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.45% | -2.37% |
| 1 Year | 16.09% | 4.79% |
| 3 Year | 17.37% | 14.5% |
| 5 Year | 17.39% | 16.99% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.5% | 10.82% |
| 3 Year | 21.68% | 14.36% |
| 5 Year | 22.15% | 11.07% |
Risk Management
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.45% | 16.69% |
| Sharp | 0.83% | 0.77% |
| Beta | 0.97% | 1.12% |
| Alpha | 5.72% | 2.91% |
Fund Managers
| Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Rohit Seksaria | Venugopal Manghat |
| Total AUM | ₹0 Cr | ₹41442 Cr |
| Funds Managed | 15 | 7 |
| Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 14.11 | 7.92 |
| Large Cap | 51.8 | 42.84 |
| Small Cap | 26.9 | 40.94 |
| Mid Cap | 7.19 | 8.29 |
Sector Allocation
| Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 5.65 | 6.7 |
| Energy | 4.87 | 5.14 |
| Technology | 7.44 | 0.82 |
| Financial Services | 37.57 | 29.01 |
| Consumer Cyclical | 12.45 | 19.15 |
| Communication Services | 16 | - |
| Healthcare | 7.95 | - |
| Industrials | 6.43 | 28.07 |
| Real Estate | 1.65 | 1.15 |
| Basic Materials | - | 9.97 |
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