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) | ₹4367 Cr | ₹1124 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 | -3.04% | -3.23% |
6 Month | 12.53% | 16.36% |
1 Year | 10.33% | 3.38% |
3 Year | 17.4% | 21.02% |
5 Year | 24.92% | 25.75% |
SIP Return Analysis
Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 3.9% | 4.12% |
1 Year | 9.58% | 5.12% |
3 Year | 17.6% | 19.9% |
5 Year | 18.41% | 20.57% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 18.83% | 11.61% |
3 Year | 22.01% | 13.53% |
5 Year | 21.89% | 10.79% |
Risk Management
Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.53% | 16.64% |
Sharp | 0.96% | 0.94% |
Beta | 0.93% | 1.10% |
Alpha | 5.92% | 4.32% |
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 | 13.45 | 6.3 |
Large Cap | 52.33 | 44.3 |
Small Cap | 26.68 | 40.04 |
Mid Cap | 7.53 | 9.36 |
Sector Allocation
Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.01 | 6.3 |
Energy | 4.88 | 5.58 |
Technology | 6.41 | 1.13 |
Financial Services | 37.6 | 28.61 |
Consumer Cyclical | 13.19 | 21 |
Communication Services | 15.8 | - |
Healthcare | 8.47 | - |
Industrials | 6.09 | 25.75 |
Real Estate | 1.56 | 0.76 |
Basic Materials | - | 10.87 |
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