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) | ₹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 |
| Scheme Name | HSBC Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Month | 5.2% | 2.37% |
| 6 Month | 10.71% | 7.35% |
| 1 Year | 34.74% | 21.76% |
| 3 Year | - | 19.77% |
| 5 Year | - | 18.13% |
| 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 | 28.88% | 18.08% |
| 3 Year | - | 23.28% |
| 5 Year | - | 21.71% |
| 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% |
| 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 | - | 0.94% |
| Beta | - | 0.88% |
| Alpha | - | 2.35% |
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| 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) |
| 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 |
| 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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