HDFC Non vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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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