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) ₹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 2.72% 2.75%
6 Month 16.68% 25.5%
1 Year 33.57% 53.88%
3 Year 18.93% 26.31%
5 Year 24.52% 24.78%

SIP Return Analysis

Scheme Name Sundaram Services Fund Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 10.89% 24.49%
3 Year 31.75% 54.47%
5 Year 74.85% 97.18%

Rolling Lumpsum Returns

Scheme Name Sundaram Services Fund Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
1 Year 24.09% 25.98%
3 Year 59.58% 71.34%
5 Year 82.86% 107.95%

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

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

Sector Allocation

Scheme Name

Sundaram Services Fund Regular Plan - Growth

HSBC Business Cycles Fund - Regular Growth

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

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