HSBC Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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HSBC Consumption Fund - Regular (G)

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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	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

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	5.52%	7.09%
6 Month	-5.43%	-2.96%
1 Year	12.16%	14.99%
3 Year	-	18.81%
5 Year	-	22.61%

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	-0.93%	0.68%
1 Year	-2.73%	-0.61%
3 Year	-	16.97%
5 Year	-	17.78%

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%

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	-	0.63%
Beta	-	0.9%
Alpha	-	0.15%

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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
Funds Managed	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	4.75	7.29
Small Cap	40.26	12.2
Large Cap	37.95	72.22
Mid Cap	17.04	8.29

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	3.89	7.29
Consumer Defensive	21.23	30.28
Consumer Cyclical	38.15	41.18
Healthcare	7	2.71
Basic Materials	1.86	1.5
Financial Services	9.47	2.87
Industrials	3.64	-
Communication Services	6.66	12.72
Real Estate	4.37	1.44
Technology	3.72	-