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

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tortoise-icon HSBC Consumption Fund - Regular (G)

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tortoise-icon 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) ₹1480 Cr ₹1518 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

Trailing Lumpsum Returns

Scheme Name HSBC Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 0.07% 2.02%
6 Month -2.58% 1.39%
1 Year 9.34% 13.22%
3 Year - 21.15%
5 Year - 23.26%

SIP Return Analysis

Scheme Name HSBC Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month 3.27% 5.3%
1 Year 1% 5.23%
3 Year - 18.5%
5 Year - 18.42%

Rolling Lumpsum Returns

Scheme Name HSBC Consumption Fund - Regular (G) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 38.35% 14.14%
3 Year - 13.13%
5 Year - 12.36%

Risk Management

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 - 0.78%
Beta - 0.91%
Alpha - 0.97%

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Fund Managers

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)

Market Cap

Scheme Name

HSBC Consumption Fund - Regular (G)

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 4.75 5.44
Small Cap 40.26 12.19
Large Cap 37.95 73.21
Mid Cap 17.04 9.17

Sector Allocation

Scheme Name

HSBC Consumption Fund - Regular (G)

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 3.89 5.44
Consumer Defensive 21.23 -
Consumer Cyclical 38.15 -
Healthcare 7 -
Basic Materials 1.86 -
Financial Services 9.47 -
Industrials 3.64 -
Communication Services 6.66 -
Real Estate 4.37 -
Technology 3.72 -
Consumer Durables - 12.62
Retailing - 13.79
Diversified FMCG - 13.95
Automobiles - 14.74
Finance - 2.99
Agricultural Food & other Products - 1.5
Beverages - 6.81
Food Products - 4.9
Auto Components - 1.73
Telecom - Services - 11.27
Leisure Services - 3.31
Healthcare Services - 3.62
Household Products - 1.91
Realty - 1.43

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