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HSBC Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
HSBC Consumption Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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 | 3.75% | 5.96% |
| 6 Month | -6.34% | -2.83% |
| 1 Year | 7.37% | 12.42% |
| 3 Year | - | 18.22% |
| 5 Year | - | 21.58% |
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 | -0.47% | 1.24% |
| 1 Year | -3.97% | -1.06% |
| 3 Year | - | 16.94% |
| 5 Year | - | 17.73% |
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 | - | 0.63% |
| Beta | - | 0.9% |
| Alpha | - | 0.15% |
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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 | 7.29 |
| Small Cap | 40.26 | 12.2 |
| Large Cap | 37.95 | 72.22 |
| Mid Cap | 17.04 | 8.29 |
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 | 7.29 |
| Consumer Defensive | 21.23 | 30.28 |
| Consumer Cyclical | 38.15 | 41.18 |
| Healthcare | 7 | 2.71 |
| Basic Materials | 1.86 | 1.5 |
| Financial Services | 9.47 | 2.87 |
| Industrials | 3.64 | - |
| Communication Services | 6.66 | 12.72 |
| Real Estate | 4.37 | 1.44 |
| Technology | 3.72 | - |
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