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

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HSBC Consumption 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	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	HSBC Consumption 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)	₹1699 Cr	₹1590 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	31 Aug 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	2.08	2.19
Manager	Gautam Bhupal	Ashish Aggarwal
ISIN Code	INF336L01RC6	INF903J01561
Exits Load	HSBC Consumption Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	-0.17%	1.23%
6 Month	8.85%	7.08%
1 Year	3.29%	4.16%
3 Year	-	16.8%
5 Year	-	19.89%

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	3.11%	3.47%
1 Year	14.24%	13.88%
3 Year	-	16.64%
5 Year	-	16.97%

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	11.12%	13.53%
3 Year	-	14.25%
5 Year	-	12.65%

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	-	11.59%
Sharp	-	0.7%
Beta	-	0.89%
Alpha	-	-0.22%

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Gautam Bhupal	Ashish Aggarwal
Total AUM	₹25949 Cr	₹9635 Cr
Funds Managed	13	7
	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	4.16	4.74
Small Cap	37.73	14.09
Large Cap	43.45	72.25
Mid Cap	14.66	8.92

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	3.66	2.95
Consumer Defensive	20.43	31.9
Consumer Cyclical	42.48	43.86
Healthcare	5.58	3.68
Basic Materials	0.91	1.42
Financial Services	11.04	2.92
Industrials	3.76	-
Communication Services	5.91	11.37
Real Estate	2.91	1.9
Technology	3.31	-