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
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) | ₹1480 Cr | ₹1518 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 | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 57% |
Expense Ratio | 2.08 | 2.19 |
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 | 4.97% | 2.51% |
6 Month | -15.24% | -16.86% |
1 Year | 7.11% | 8.11% |
3 Year | - | 16.15% |
5 Year | - | 23.21% |
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 | -9.03% | -7.49% |
1 Year | -10.87% | -10.06% |
3 Year | - | 13.89% |
5 Year | - | 16.21% |
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 | 38.35% | 14.14% |
3 Year | - | 13.13% |
5 Year | - | 12.36% |
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 | - | 0.62% |
Beta | - | 0.91% |
Alpha | - | 0.64% |
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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 |
Funds Managed | 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 | 4.75 | 3.57 |
Small Cap | 40.26 | 13.34 |
Large Cap | 37.95 | 74.62 |
Mid Cap | 17.04 | 8.47 |
Sector Allocation
Scheme Name |
HSBC Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 3.89 | 3.57 |
Consumer Defensive | 21.23 | 32.21 |
Consumer Cyclical | 38.15 | 43.4 |
Healthcare | 7 | 2.81 |
Basic Materials | 1.86 | 1.46 |
Financial Services | 9.47 | 2.64 |
Industrials | 3.64 | - |
Communication Services | 6.66 | 12.27 |
Real Estate | 4.37 | 1.64 |
Technology | 3.72 | - |
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