Sundaram Services Fund Regular Plan vs HSBC Business Cycles Fund compare

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Sundaram Services Fund Regular Plan - Growth

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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)	₹4426 Cr	₹1117 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

Scheme Name	Sundaram Services Fund Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	1.01%	-0.69%
6 Month	9.78%	9.19%
1 Year	6.41%	-3.12%
3 Year	19.18%	21.96%
5 Year	24.83%	24.88%

Scheme Name	Sundaram Services Fund Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	2.65%	0.16%
1 Year	16.83%	9.76%
3 Year	18.47%	18.7%
5 Year	18.42%	19.68%

Scheme Name	Sundaram Services Fund Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	18.31%	11.26%
3 Year	21.8%	13.82%
5 Year	22.06%	10.88%

Scheme Name	Sundaram Services Fund Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	12.43%	16.59%
Sharp	0.87%	0.84%
Beta	0.94%	1.11%
Alpha	5.36%	3.18%

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

Scheme Name	Sundaram Services Fund Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	14.21	7.28
Large Cap	51.59	44.53
Small Cap	26.9	39.96
Mid Cap	7.3	8.23

Scheme Name	Sundaram Services Fund Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	6.1	7.28
Energy	4.72	5.56
Technology	6.96	0.86
Financial Services	36.62	26.78
Consumer Cyclical	13.34	20.6
Communication Services	15.64	-
Healthcare	8.51	-
Industrials	6.49	27.47
Real Estate	1.61	1.13
Basic Materials	-	10.32