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HDFC Non vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan 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) ₹970 Cr ₹1548 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 12 Jul 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 2.3 2.19
Manager Dhruv Muchhal Ashish Aggarwal
ISIN Code INF179KC1GR6 INF903J01561
Exits Load HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 HDFC Non-Cyclical Consumer Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 0.95% 2.41%
6 Month -4.2% -2.42%
1 Year 4.72% 7.11%
3 Year - 21.39%
5 Year - 20.91%

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 7.46% 8.34%
1 Year 4.27% 7.27%
3 Year - 18.18%
5 Year - 18.27%

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 25.24% 13.93%
3 Year - 13.64%
5 Year - 12.48%

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 - 0.88%
Beta - 0.91%
Alpha - 1.31%

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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
Funds Managed 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 6.1 5.03
Small Cap 18.07 12.96
Large Cap 63.36 72.77
Mid Cap 12.47 9.26

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 1.92 5.03
Technology 0 -
Consumer Defensive 34.36 -
Consumer Cyclical 45.53 -
Basic Materials 4.81 -
Healthcare 3.51 -
Industrials 2.88 -
Communication Services 4.09 -
Financial Services 2.91 -
Consumer Durables - 12.67
Retailing - 14.25
Diversified FMCG - 14.76
Automobiles - 15.52
Finance - 3.01
Agricultural Food & other Products - 1.54
Beverages - 6.57
Food Products - 4.98
Auto Components - 1.68
Telecom - Services - 9.47
Healthcare Services - 3.51
Household Products - 1.95
Realty - 2.21
Leisure Services - 2.87

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