Sundaram Services Fund Regular Plan vs HSBC Business Cycles Fund compare

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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tortoise-icon 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) ₹3875 Cr ₹995 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 1.89 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

Trailing Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
1 Month -3.53% -8.86%
6 Month 1.06% -3.84%
1 Year 13.71% 21.33%
3 Year 14.06% 18.89%
5 Year 19.62% 19.59%

SIP Return Analysis

Scheme Name Sundaram Services Fund Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 9.8% 7.65%
3 Year 19.07% 25.3%
5 Year 21.72% 24.99%

Rolling Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
1 Year 20.51% 11.86%
3 Year 23% 11.87%
5 Year 21.77% 9.57%

Risk Management

Scheme Name Sundaram Services Fund Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 12.7% 13.82%
Sharp 0.94% 1.28%
Beta 0.83% 0.96%
Alpha 5.93% 5.23%

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Fund Managers

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
Fund Manage 15 7
Sundaram Services Fund Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth

Market Cap

Scheme Name

Sundaram Services Fund Regular Plan - Growth

HSBC Business Cycles Fund - Regular Growth

Others 5.56 3.42
Large Cap 43.98 39.79
Small Cap 33.76 46.28
Mid Cap 16.69 10.51

Sector Allocation

Scheme Name

Sundaram Services Fund Regular Plan - Growth

HSBC Business Cycles Fund - Regular Growth

Others 5.56 3.42
Petroleum Products 4.5 3.69
IT - Services 3.17 -
Finance 12.08 5.68
Banks 18.71 11.28
Healthcare Services 7.29 -
Capital Markets 6.55 7.84
IT - Software 6.49 -
Telecom - Services 10.37 -
Transport Services 1.75 -
Entertainment 1.72 -
Realty 1.7 1.65
Leisure Services 4.29 0.98
Consumer Durables 3.57 5.35
Commercial Services & Supplies 0.98 -
Financial Technology (Fintech) 1.1 2.78
Insurance 3.41 -
Retailing 3.99 6.73
Transport Infrastructure 1.46 -
Textiles & Apparels 1.3 2.28
Construction - 13.49
Non - Ferrous Metals - 0.93
Electrical Equipment - 5.31
Paper, Forest & Jute Products - 2.36
Chemicals & Petrochemicals - 2.79
Industrial Products - 6.76
Auto Components - 2.09
Gas - 2.58
Ferrous Metals - 0.81
Aerospace & Defense - 3.03
Industrial Manufacturing - 2.2
Cement & Cement Products - 3.1
Automobiles - 1.2
Fertilizers & Agrochemicals - 1.67

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