Sundaram Services Fund Regular Plan vs HSBC Business Cycles Fund compare
Sundaram Services Fund Regular Plan - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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) | ₹3793 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 | 1.94 | 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 | 5.2% | 11.98% |
6 Month | -9.65% | -13.06% |
1 Year | 10.95% | 13.48% |
3 Year | 14.08% | 20.61% |
5 Year | 27.75% | 28.96% |
SIP Return Analysis
Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -4.18% | -6.93% |
1 Year | -3.09% | -10.64% |
3 Year | 15.38% | 19.99% |
5 Year | 18.79% | 21.66% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 20.46% | 12.53% |
3 Year | 22.46% | 12.41% |
5 Year | 21.59% | 10.07% |
Risk Management
Scheme Name | Sundaram Services Fund Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.733% | 16.92% |
Sharp | 0.606% | 0.627% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 9.97 | 3.21 |
Large Cap | 50.92 | 41.17 |
Small Cap | 28.8 | 44.38 |
Mid Cap | 10.3 | 11.24 |
Sector Allocation
Scheme Name |
Sundaram Services Fund Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.38 | 4.33 |
Energy | 5.11 | 6.42 |
Technology | 7.92 | 1.43 |
Consumer Cyclical | 12.78 | 16.85 |
Communication Services | 15.5 | - |
Financial Services | 37.21 | 29.12 |
Healthcare | 7.46 | - |
Industrials | 5.77 | 28.03 |
Real Estate | 1.87 | 1.22 |
Basic Materials | - | 12.59 |
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