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

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HDFC Non-Cyclical Consumer Fund - Regular (G)

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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)	₹1082 Cr	₹1628 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

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	-2.03%	-2.79%
6 Month	0.33%	-0.71%
1 Year	-0.86%	0.64%
3 Year	-	16.05%
5 Year	-	15.72%

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	-2.19%	-1.19%
1 Year	4.18%	4.93%
3 Year	-	11.89%
5 Year	-	14.24%

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	11.94%	13.28%
3 Year	-	14.7%
5 Year	-	12.78%

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	-	13.53%
Sharp	-	0.68%
Beta	-	0.88%
Alpha	-	1.56%

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)

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	8.85	3.22
Large Cap	66.54	72
Mid Cap	10.79	8.95
Small Cap	13.82	15.83

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	0.23	1.06
Consumer Cyclical	44.47	45.89
Consumer Defensive	32.41	30.63
Basic Materials	5.83	1.7
Healthcare	5.38	3.56
Technology	2.69	0
Communication Services	5.08	12.24
Financial Services	2.02	3.06
Industrials	1.89	-
Real Estate	-	1.85