HDFC Non vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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 | ₹1518 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 | 2.3 | 2.19 |
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 | -3.33% | -5.45% |
6 Month | -17.57% | -15.24% |
1 Year | 6.73% | 7.51% |
3 Year | - | 17.02% |
5 Year | - | 16.4% |
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 | -10.45% | -10.77% |
1 Year | -15.93% | -15.26% |
3 Year | - | 12.08% |
5 Year | - | 15.15% |
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 | 37.04% | 14.14% |
3 Year | - | 13.13% |
5 Year | - | 12.36% |
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 | - | 0.62% |
Beta | - | 0.91% |
Alpha | - | 0.64% |
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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 | 4.30933 | 3.56845 |
Small Cap | 21.63848 | 13.34495 |
Large Cap | 62.98097 | 74.61813 |
Mid Cap | 11.07122 | 8.46845 |
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 | 4.06433 | 3.56845 |
Technology | 1.64538 | - |
Consumer Defensive | 34.62591 | 32.21289 |
Consumer Cyclical | 42.0562 | 43.40148 |
Basic Materials | 5.42204 | 1.45822 |
Healthcare | 3.70912 | 2.81011 |
Industrials | 1.77442 | - |
Communication Services | 6.7026 | 12.2702 |
Financial Services | - | 2.64144 |
Real Estate | - | 1.63719 |
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