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% |
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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) |
|---|---|---|
| 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 |
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