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

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tortoise-icon HSBC Consumption 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 HSBC Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund HSBC Consumption 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) ₹1562 Cr ₹1564 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 31 Aug 2023 15 May 2006
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over % 57%
Expense Ratio 2.09 2.18
Manager Gautam Bhupal Ashish Aggarwal
ISIN Code INF336L01RC6 INF903J01561
Exits Load HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 HSBC Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month -8.54% -4.73%
6 Month 0.8% -1.92%
1 Year 18.5% 13.25%
3 Year - 16.69%
5 Year - 15.94%

SIP Return Analysis

Scheme Name HSBC Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month - -
1 Year 9.5% 8.22%
3 Year - 19.83%
5 Year - 19.65%

Rolling Lumpsum Returns

Scheme Name HSBC Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 47.12% 13.81%
3 Year - 12.91%
5 Year - 12.23%

Risk Management

Scheme Name HSBC Consumption 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 HSBC Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Gautam Bhupal Ashish Aggarwal
Total AUM ₹25949 Cr ₹9635 Cr
Fund Manage 13 7
HSBC Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

HSBC Consumption Fund - Regular (G)

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

Others 4.23 5.13
Small Cap 34.11 13.18
Large Cap 43.31 71.37
Mid Cap 18.35 10.61

Sector Allocation

Scheme Name

HSBC Consumption Fund - Regular (G)

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

Others 4.23 5.13
Consumer Staples 21.39 -
Services 22.91 -
Consumer Discretionary 13.36 -
Financial 2.93 -
Capital Goods 5.9 -
Construction 6.09 -
Materials 0.99 -
Textiles 3.79 -
Communication 5.96 -
Healthcare 6.32 -
Automobile 6.13 -
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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