Sundaram Services Fund Regular Plan vs HSBC Business Cycles Fund compare

Link copied to clipboard!

tortoise-icon Sundaram Services Fund Regular Plan - Growth

Invest Now

tortoise-icon HSBC Business Cycles Fund - Regular Growth

Invest Now

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) ₹3632 Cr ₹925 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 21 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 2.35
Manager Rohit Seksaria Venugopal Manghat
ISIN Code INF903JA1EX7 INF917K01RF8
Exits Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
1 Month -6.42% -8.09%
6 Month 10.2% 7.1%
1 Year 22% 39.87%
3 Year 13% 20.71%
5 Year 20.77% 21.99%

SIP Return Analysis

Scheme Name Sundaram Services Fund Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 21.91% 33.01%
3 Year 22.12% 31.32%
5 Year 23.69% 28.22%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 7 2.77
Large Cap 51.63 43.45
Small Cap 29.79 43.71
Mid Cap 11.6 10.07

Sector Allocation

Scheme Name

Sundaram Services Fund Regular Plan - Growth

HSBC Business Cycles Fund - Regular Growth

Others 1.68 1.39
Financial 38.91 17.4
Energy 6.24 4.53
Technology 8.99 -
Healthcare 6 -
Services 15.44 18.75
Insurance 3.89 -
Construction 1.48 17.05
Consumer Discretionary 4.58 4.3
Communication 9.31 -
Textiles 1.25 1.75
Unclassified 2.25 -
Capital Goods - 15.45
Metals & Mining - 5.53
Consumer Staples - 2.06
Chemicals - 2.15
Automobile - 2.06
Materials - 7.58

Top Comparisons

HDFC Silver ETF Fund of Fund - Growth Option HDFC Silver ETF Fund of Fund - Growth Option

3Y Returns0%

VS

Aditya Birla Sun Life Silver ETF FOF-Regular Growth Aditya Birla Sun Life Silver ETF FOF-Regular Growth

3Y Returns0%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns12.53%

VS

Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

3Y Returns7.34%

Compare Now

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns127.32%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns5.83%

Compare Now

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

VS

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.89%

Compare Now
Request call back
Add to Cart Successfully