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Sundaram Services Fund Regular Plan vs HSBC Business Cycles Fund compare

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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tortoise-icon HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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