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Sundaram Equity Savings Fund (G) vs HSBC Equity Savings Fund compare
Sundaram Equity Savings Fund (G)
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹1201 Cr | ₹787 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 May 2002 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 75% |
| Expense Ratio | 2.19 | 1.51 |
| Manager | Dwijendra Srivastava | Mahesh A Chhabria |
| ISIN Code | INF173K01213 | INF917K01AA5 |
| Exits Load | Sundaram Equity Savings Fund - 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 (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.41% | -0.58% |
| 6 Month | 1.74% | 4.02% |
| 1 Year | 6.39% | 0.88% |
| 3 Year | 11.37% | 13.54% |
| 5 Year | 11.19% | 11.64% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.44% | 1.3% |
| 1 Year | 7.47% | 10.61% |
| 3 Year | 9.88% | 11.42% |
| 5 Year | 10.3% | 11.46% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.87% | 7.81% |
| 3 Year | 7.96% | 9.76% |
| 5 Year | 7.91% | 8.55% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.11% | 7.28% |
| Sharp | 0.83% | 0.90% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Mahesh A Chhabria |
| Total AUM | ₹14140 Cr | ₹15021 Cr |
| Funds Managed | 14 | 9 |
| Sundaram Equity Savings Fund (G) | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Sundaram Equity Savings Fund (G) |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 26.12 | 38.15 |
| Large Cap | 65.92 | 41.33 |
| Mid Cap | 5.88 | 14.77 |
| Small Cap | 2.08 | 5.75 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 23.45 | 29.88 |
| Energy | 9.42 | 1.82 |
| Financial Services | 31.04 | 26.52 |
| Technology | 2.07 | 4.97 |
| Industrials | 6.06 | 11.22 |
| Basic Materials | 4.94 | 1.41 |
| Consumer Defensive | 3.34 | 3.28 |
| Healthcare | 1.9 | 5.28 |
| Consumer Cyclical | 6.5 | 8.97 |
| Communication Services | 9.89 | 5.47 |
| Utilities | 1.07 | 1.18 |
| Real Estate | 0.32 | - |
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