HSBC Equity Savings Fund vs Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) compare

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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HSBC Equity Savings 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 Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Fund	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Moderate	Moderate	Moderately High
Asset Size (Cr)	₹1067 Cr	₹1067 Cr	₹646 Cr
Min Investment	₹100	₹100	₹5000
Min SIP Invesment	₹200000	₹200000	₹500
Min Addl Investment	₹100	₹100	₹1000
Launch Date	02 Jan 2013	02 Jan 2013	18 Oct 2011
Category	Equity Savings	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	%	%	75%
Expense Ratio	0.75	0.75	1.51
Manager	Dwijendra Srivastava	Dwijendra Srivastava	Mahesh A Chhabria
ISIN Code	INF173K01GZ9	INF173K01GZ9	INF917K01AA5
Exits Load	Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365	Sundaram Equity Savings Fund - Direct Plan - 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 (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Month	-0.99%	-0.99%	-1.86%
6 Month	-1.66%	-1.66%	-5.89%
1 Year	8.52%	8.52%	7.18%
3 Year	12.08%	12.08%	10.04%
5 Year	14.95%	14.95%	12.34%

SIP Return Analysis

Scheme Name	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	-1.74%	-1.74%	-6.72%
1 Year	1.46%	1.46%	-7.84%
3 Year	11.76%	11.76%	9.69%
5 Year	12.8%	12.8%	10.77%

Rolling Lumpsum Returns

Scheme Name	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	9.43%	9.43%	8.17%
3 Year	9.27%	9.27%	9.36%
5 Year	10.01%	10.01%	8.3%

Risk Management

Scheme Name	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	5.681%	5.681%	7.536%
Sharp	0.875%	0.875%	0.463%
Beta	-	-	-
Alpha	-	-	-

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Fund Managers

Scheme Name	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Name	Dwijendra Srivastava	Dwijendra Srivastava	Mahesh A Chhabria
Total AUM	₹14140 Cr	₹14140 Cr	₹15021 Cr
Fund Manage	14	14	9
	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	27.55096	27.55096	30.3143
Large Cap	58.49346	58.49346	30.87214
Mid Cap	8.76625	8.76625	27.88092
Small Cap	5.18937	5.18937	10.93266

Sector Allocation

Scheme Name	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	27.69101	27.69101	30.3143
Energy	8.35075	8.35075	2.24276
Technology	8.85089	8.85089	6.08426
Basic Materials	2.65143	2.65143	1.24998
Industrials	6.64258	6.64258	11.68604
Financial Services	21.30676	21.30676	35.89361
Consumer Defensive	4.3141	4.3141	0.01544
Healthcare	3.56663	3.56663	1.82315
Consumer Cyclical	10.0566	10.0566	9.62389
Communication Services	5.77953	5.77953	-
Real Estate	0.24772	0.24772	0.0393
Utilities	0.54204	0.54204	1.02729