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 Risk | Very High Risk |
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 | -4.36% | -3.12% |
6 Month | -8.66% | -8.68% |
1 Year | 9.16% | 10.24% |
3 Year | - | 16.75% |
5 Year | - | 14.55% |
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 | -6.5% | -4.15% |
3 Year | - | 15.56% |
5 Year | - | 17.41% |
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 | - | 0.78% |
Beta | - | 0.9% |
Alpha | - | 0.71% |
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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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