Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon HSBC Consumption Fund - Regular (G)

Invest Now

tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Invest Now

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

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 4.97% 2.51%
6 Month -15.24% -16.86%
1 Year 7.11% 8.11%
3 Year - 16.15%
5 Year - 23.21%

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 -9.03% -7.49%
1 Year -10.87% -10.06%
3 Year - 13.89%
5 Year - 16.21%

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 - 0.62%
Beta - 0.91%
Alpha - 0.64%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 4.75 3.57
Small Cap 40.26 13.34
Large Cap 37.95 74.62
Mid Cap 17.04 8.47

Sector Allocation

Scheme Name

HSBC Consumption Fund - Regular (G)

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 3.89 3.57
Consumer Defensive 21.23 32.21
Consumer Cyclical 38.15 43.4
Healthcare 7 2.81
Basic Materials 1.86 1.46
Financial Services 9.47 2.64
Industrials 3.64 -
Communication Services 6.66 12.27
Real Estate 4.37 1.64
Technology 3.72 -

Top Comparisons

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns6.55%

VS

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.47%

Compare Now

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns12.62%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns12.66%

Compare Now

Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns6.45%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.54%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns12.34%

VS

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

3Y Returns7.9%

Compare Now
Add to Cart Successfully