Sundaram Equity Savings Fund (G) vs HSBC Equity Savings Fund compare

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)	₹849 Cr	₹341 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Jan 2013	01 Jan 2013
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	2.16	1.51
Manager	Dwijendra Srivastava	Mahesh A Chhabria
ISIN Code	INF173K01213	INF917K01AA5
Exits Load	Nil/365	Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
1 Month	1.35%	1.3%
6 Month	9.72%	14.29%
1 Year	18.88%	26.28%
3 Year	11.49%	13.31%
5 Year	11.34%	13.7%

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
6 Month	-	-
1 Year	8.29%	11.7%
3 Year	21.01%	25.45%
5 Year	39.7%	42.82%

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
1 Year	13.04%	13.35%
3 Year	31.33%	33.28%
5 Year	41.71%	46.54%

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	5.34%	4.64%
Sharp	0.85%	1.25%
Beta	0.97%	0.78%
Alpha	1.54%	3.82%

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
Fund Manage	14	9
	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
Large Cap	59.98	30.66
Others	17.37	31.55
Small Cap	10.67	19.25
Mid Cap	8.59	18.54

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
Banks	19.64	-
Petroleum Products	7.19	-
It - Software	7.33	-
Telecom - Services	5.47	-
Others	15.63	1.65
Automobiles	9.32	-
Finance	4.45	-
Diversified Fmcg	2.09	-
Electrical Equipment	3.01	-
Consumer Durables	2.12	-
Pharmaceuticals & Biotechnology	5.43	-
Transport Services	1.4	-
Construction	1.73	8.61
Non - Ferrous Metals	1.05	-
Industrial Products	0.87	-
Capital Markets	1.66	-
Beverages	1.07	-
Cement & Cement Products	2.07	-
Retailing	0.79	-
Insurance	0.63	-
Auto Components	0.59	-
Metals & Minerals Trading	0.45	-
Power	0.42	-
Transport Infrastructure	0.41	-
Chemicals & Petrochemicals	0.37	-
Realty	0.36	-
Diversified Metals	0.33	-
Household Products	0.26	-
It - Services	0.26	-
Ferrous Metals	0.21	-
Capital Goods	-	23.15
Sovereign	-	13.5
Financial	-	20.73
Metals & Mining	-	6.34
Consumer Staples	-	4.31
Materials	-	2.54
Services	-	9.17
Chemicals	-	2.13
Consumer Discretionary	-	3.29
Technology	-	3.27
Energy	-	0.72
Communication	-	0.35
Healthcare	-	0.15
Automobile	-	0.09