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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) ₹884 Cr ₹1518 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 2.64% 3.98%
6 Month 1.16% 1.94%
1 Year 10.54% 14.54%
3 Year - 22.47%
5 Year - 24.11%

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 5.01% 5.3%
1 Year 2.88% 5.23%
3 Year - 18.5%
5 Year - 18.42%

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 37.04% 14.14%
3 Year - 13.13%
5 Year - 12.36%

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 - 0.78%
Beta - 0.91%
Alpha - 0.97%

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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 4.31 5.44
Small Cap 21.64 12.19
Large Cap 62.98 73.21
Mid Cap 11.07 9.17

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 4.06 5.44
Technology 1.65 -
Consumer Defensive 34.63 -
Consumer Cyclical 42.06 -
Basic Materials 5.42 -
Healthcare 3.71 -
Industrials 1.77 -
Communication Services 6.7 -
Consumer Durables - 12.62
Retailing - 13.79
Diversified FMCG - 13.95
Automobiles - 14.74
Finance - 2.99
Agricultural Food & other Products - 1.5
Beverages - 6.81
Food Products - 4.9
Auto Components - 1.73
Telecom - Services - 11.27
Leisure Services - 3.31
Healthcare Services - 3.62
Household Products - 1.91
Realty - 1.43

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