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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs HSBC Consumption Fund compare
HSBC Consumption Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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 | -4.6% | -5.45% |
| 6 Month | -15.79% | -15.24% |
| 1 Year | 6.79% | 7.51% |
| 3 Year | - | 17.02% |
| 5 Year | - | 16.4% |
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 | -12.62% | -10.77% |
| 1 Year | -18.07% | -15.26% |
| 3 Year | - | 12.08% |
| 5 Year | - | 15.15% |
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% |
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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 | 4.74807 | 3.56845 |
| Small Cap | 40.26204 | 13.34495 |
| Large Cap | 37.94712 | 74.61813 |
| Mid Cap | 17.04275 | 8.46845 |
Sector Allocation
| Scheme Name |
HSBC Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 3.88899 | 3.56845 |
| Consumer Defensive | 21.22627 | 32.21289 |
| Consumer Cyclical | 38.15338 | 43.40148 |
| Healthcare | 6.99952 | 2.81011 |
| Basic Materials | 1.86269 | 1.45822 |
| Financial Services | 9.47368 | 2.64144 |
| Industrials | 3.63857 | - |
| Communication Services | 6.66373 | 12.2702 |
| Real Estate | 4.37258 | 1.63719 |
| Technology | 3.72057 | - |
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