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 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

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 4.75% -9.1%
6 Month 21.61% 14.93%
1 Year - 30.69%
3 Year - 17.75%
5 Year - 17.74%

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 14.9% 14.95%
3 Year 14.9% 39.18%
5 Year 14.9% 69.01%

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 47.81% 13.99%
3 Year - 13.05%
5 Year - 12.24%

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 - 1.15%
Beta - 0.87%
Alpha - 1.97%

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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 6.97
Small Cap 34.11 16.51
Large Cap 43.31 63.8
Mid Cap 18.35 12.71

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 4.11
Consumer Staples 21.39 33.3
Services 22.91 9.75
Consumer Discretionary 13.36 18.03
Financial 2.93 2.41
Capital Goods 5.9 -
Construction 6.09 2.42
Materials 0.99 1.73
Textiles 3.79 -
Communication 5.96 9.74
Healthcare 6.32 2.85
Automobile 6.13 14.85
Metals & Mining - 0.8

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