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)	₹990 Cr	₹548 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	2.18	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

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
1 Month	1.47%	5.64%
6 Month	3.99%	7.76%
1 Year	12.92%	23.46%
3 Year	10.82%	14.01%
5 Year	12.84%	13.71%

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
6 Month	-	-
1 Year	10.66%	22.83%
3 Year	13.1%	18.92%
5 Year	13.24%	16.34%

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
1 Year	7.83%	8%
3 Year	7.82%	9.28%
5 Year	7.8%	8.14%

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
Others	0.22	31.55
Large Cap	50.55	30.66
Mid Cap	8.69	18.54
Small Cap	9.22	19.25

Scheme Name	Sundaram Equity Savings Fund (G)	HSBC Equity Savings Fund - Regular Growth
Others	0.22	1.65
Petroleum Products	6.47	-
IT - Software	6.97	-
Cement & Cement Products	2.07	-
Construction	1.83	8.61
Ferrous Metals	0.19	-
Consumer Durables	1.86	-
Banks	15.31	-
Diversified FMCG	1.74	-
Non - Ferrous Metals	0.96	-
Pharmaceuticals & Biotechnology	4.48	-
Automobiles	5.21	-
Finance	2.92	-
Transport Services	2.08	-
Electrical Equipment	3.09	-
Realty	0.29	-
Industrial Products	0.71	-
Telecom - Services	5.86	-
Metals & Minerals Trading	0.38	-
Auto Components	0.42	-
Retailing	1.36	-
Beverages	0.93	-
Capital Markets	2.07	-
Power	0.37	-
Transport Infrastructure	0.32	-
Insurance	0.57	-
Sovereign	-	13.5
Capital Goods	-	23.15
Technology	-	3.27
Financial	-	20.73
Services	-	9.17
Materials	-	2.54
Energy	-	0.72
Metals & Mining	-	6.34
Consumer Staples	-	4.31
Communication	-	0.35
Chemicals	-	2.13
Healthcare	-	0.15
Consumer Discretionary	-	3.29
Automobile	-	0.09