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

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tortoise-icon HDFC Non-Cyclical Consumer 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 HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund HDFC Non-Cyclical Consumer 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) ₹656 Cr ₹1496 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Jul 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 2.41 2.2
Manager Dhruv Muchhal Ashish Aggarwal
ISIN Code INF179KC1GR6 INF903J01561
Exits Load Exit load of 1%, if redeemed within 30 days./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 HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 5.14% 8.14%
6 Month 21.92% 31.93%
1 Year 45.6% 40.98%
3 Year - 21.35%
5 Year - 21.55%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month - -
1 Year 16.4% 14.95%
3 Year 16.4% 39.18%
5 Year 16.4% 69.01%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 16.33% 19.16%
3 Year 16.33% 51.26%
5 Year 16.33% 71.85%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation - 11.59%
Sharp - 1.09%
Beta - 0.86%
Alpha - 1.63%

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Fund Managers

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Dhruv Muchhal Ashish Aggarwal
Total AUM ₹520687 Cr ₹9635 Cr
Fund Manage 40 7
HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

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

Others 9.97 6.97
Small Cap 26.84 16.51
Large Cap 54.01 63.8
Mid Cap 9.18 12.71

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

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

Others 1.87 4.11
Consumer Staples 36.26 33.3
Healthcare 7.05 2.85
Automobile 8.85 14.85
Services 17.9 9.75
Consumer Discretionary 13.05 18.03
Materials 1.95 1.73
Capital Goods 2.91 -
Chemicals 1.31 -
Communication 8.85 9.74
Metals & Mining - 0.8
Financial - 2.41
Construction - 2.42

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