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)	₹1517 Cr	₹1548 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	4.37%	2.6%
6 Month	-4.59%	-2.34%
1 Year	6.86%	7.76%
3 Year	-	21.86%
5 Year	-	21%

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	9.65%	8.34%
1 Year	7.89%	7.27%
3 Year	-	18.18%
5 Year	-	18.27%

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	23.63%	13.93%
3 Year	-	13.64%
5 Year	-	12.48%

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	-	0.88%
Beta	-	0.91%
Alpha	-	1.31%

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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	4.4	7.03
Small Cap	38.97	12.96
Large Cap	39.79	70.75
Mid Cap	16.84	9.26

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	3.75	5.03
Consumer Defensive	22.79	31.88
Consumer Cyclical	36.47	41.5
Healthcare	6.15	3.51
Basic Materials	1.82	1.4
Financial Services	10.24	3.01
Industrials	3.61	-
Communication Services	7.24	11.47
Real Estate	4.36	2.21
Technology	3.56	-