HDFC Non vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

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tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹884 Cr ₹1564 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 12 Jul 2023 15 May 2006
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 57%
Expense Ratio 2.31 2.18
Manager Dhruv Muchhal Ashish Aggarwal
ISIN Code INF179KC1GR6 INF903J01561
Exits Load HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Sundaram Consumption Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month -4.47% -4.03%
6 Month -1.01% 0.25%
1 Year 18.85% 20.56%
3 Year - 18.64%
5 Year - 16.74%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month - -
1 Year 14.25% 16.13%
3 Year - 22.95%
5 Year - 21.55%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 41.55% 13.81%
3 Year - 12.91%
5 Year - 12.23%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation - 11.59%
Sharp - 0.89%
Beta - 0.88%
Alpha - 2.42%

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Fund Managers

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Dhruv Muchhal Ashish Aggarwal
Total AUM ₹520687 Cr ₹9635 Cr
Fund Manage 40 7
HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 9.97 5.13
Small Cap 26.84 13.18
Large Cap 54.01 71.37
Mid Cap 9.18 10.61

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 1.87 5.13
Consumer Staples 36.26 -
Healthcare 7.05 -
Automobile 8.85 -
Services 17.9 -
Consumer Discretionary 13.05 -
Materials 1.95 -
Capital Goods 2.91 -
Chemicals 1.31 -
Communication 8.85 -
Consumer Durables - 17.56
Retailing - 11.96
Diversified FMCG - 15.01
Automobiles - 13.52
Finance - 2.27
Agricultural Food & other Products - 1.03
Beverages - 7.59
Food Products - 5.4
Auto Components - 2.15
Telecom - Services - 9.68
Leisure Services - 2.58
Healthcare Services - 3.05
Household Products - 1.38
Realty - 1.98

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