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)	₹1010 Cr	₹1576 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	3.9%	1.91%
6 Month	14.98%	10.89%
1 Year	2.27%	2.39%
3 Year	-	16.74%
5 Year	-	19.34%

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	6.05%	3.46%
1 Year	7.73%	2.91%
3 Year	-	14.99%
5 Year	-	16.18%

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	15.92%	13.68%
3 Year	-	13.98%
5 Year	-	12.59%

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	-	0.83%
Beta	-	0.88%
Alpha	-	1.09%

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	4.1	7.41
Large Cap	64.12	69.98
Mid Cap	14.14	9.57
Small Cap	17.64	13.04

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	0.19	5.49
Consumer Defensive	33.7	30.76
Consumer Cyclical	47.72	41.9
Basic Materials	4.9	1.46
Healthcare	3.54	3.76
Industrials	3.05	-
Communication Services	4.01	11.5
Financial Services	2.88	3.07
Real Estate	-	2.05