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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 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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