HSBC Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
HSBC Consumption Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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) | ₹1232 Cr | ₹1496 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Aug 2023 | 12 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 | 2.15 | 2.2 |
Manager | Gautam Bhupal | Ashish Aggarwal |
ISIN Code | INF336L01RC6 | INF903J01561 |
Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | HSBC Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 4.75% | 7.28% |
6 Month | 21.61% | 24.97% |
1 Year | - | 37.8% |
3 Year | - | 20.63% |
5 Year | - | 21.47% |
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 | 14.9% | 14.95% |
3 Year | 14.9% | 39.18% |
5 Year | 14.9% | 69.01% |
Scheme Name | HSBC Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 19.12% | 19.16% |
3 Year | 19.12% | 51.26% |
5 Year | 19.12% | 71.85% |
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 | - | 1.12% |
Beta | - | 0.81% |
Alpha | - | 0.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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) |
Scheme Name |
HSBC Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Large Cap | 43.31 | 63.8 |
Others | 4.23 | 6.97 |
Small Cap | 34.11 | 16.51 |
Mid Cap | 18.35 | 12.71 |
Scheme Name |
HSBC Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Communication | 5.96 | 9.74 |
Consumer Staples | 21.39 | 33.3 |
Others | 4.23 | 4.11 |
Consumer Discretionary | 13.36 | 18.03 |
Services | 22.91 | 9.75 |
Healthcare | 6.32 | 2.85 |
Capital Goods | 5.9 | - |
Automobile | 6.13 | 14.85 |
Construction | 6.09 | 2.42 |
Financial | 2.93 | 2.41 |
Textiles | 3.79 | - |
Materials | 0.99 | 1.73 |
Metals & Mining | - | 0.8 |
Top Comparisons
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns27.65%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns27.3%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.12%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns19.35%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns14.44%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns14.18%
Templeton India Value Fund - Growth Plan
3Y Returns26.29%
BANDHAN Sterling Value Fund - Regular Plan - Growth
3Y Returns24.88%