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

Link copied to clipboard!

HSBC Consumption Fund - Regular (G)

Invest Now

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

Invest Now

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)	₹1795 Cr	₹1628 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	-0.14%	-1.89%
6 Month	3.42%	1.49%
1 Year	-1.31%	1.02%
3 Year	-	16.67%
5 Year	-	15.78%

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	-2.58%	-3.29%
1 Year	5.55%	1.61%
3 Year	-	11.42%
5 Year	-	13.93%

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%	13.28%
3 Year	-	14.7%
5 Year	-	12.78%

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	-	0.74%
Beta	-	0.89%
Alpha	-	-0.5%

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	6.83	3.22
Small Cap	36.96	15.83
Large Cap	42.72	72
Mid Cap	13.48	8.95

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	3.65	1.06
Consumer Defensive	20.56	30.63
Consumer Cyclical	42.1	45.89
Healthcare	4.99	3.56
Real Estate	3.67	1.85
Industrials	4.87	-
Financial Services	9.33	3.06
Technology	4.56	0
Communication Services	6.26	12.24
Basic Materials	-	1.7