Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs HDFC Non compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | HDFC Non-Cyclical Consumer 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) | ₹1004 Cr | ₹1596 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 12 Jul 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 | 2.3 | 2.19 |
Manager | Dhruv Muchhal | Ashish Aggarwal |
ISIN Code | INF179KC1GR6 | INF903J01561 |
Exits Load | HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 | HDFC Non-Cyclical Consumer Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 0.24% | -1.44% |
6 Month | 6.64% | 5.05% |
1 Year | 1.6% | 0.56% |
3 Year | - | 17.03% |
5 Year | - | 20.2% |
SIP Return Analysis
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 6.2% | 4.47% |
1 Year | 4.85% | 3.52% |
3 Year | - | 16.27% |
5 Year | - | 17.18% |
Rolling Lumpsum Returns
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 25.24% | 13.93% |
3 Year | - | 13.64% |
5 Year | - | 12.48% |
Risk Management
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | - | 11.59% |
Sharp | - | 1.06% |
Beta | - | 0.9% |
Alpha | - | 1.57% |
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Fund Managers
Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Dhruv Muchhal | Ashish Aggarwal |
Total AUM | ₹520687 Cr | ₹9635 Cr |
Funds Managed | 40 | 7 |
HDFC Non-Cyclical Consumer Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 4.7 | 7.07 |
Large Cap | 63.41 | 70.1 |
Mid Cap | 14 | 9.23 |
Small Cap | 17.89 | 13.6 |
Sector Allocation
Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 0.78 | 5.05 |
Consumer Defensive | 32.74 | 29.95 |
Consumer Cyclical | 48.01 | 42.74 |
Basic Materials | 4.68 | 1.41 |
Healthcare | 3.53 | 3.59 |
Industrials | 3.11 | - |
Communication Services | 4.25 | 11.97 |
Financial Services | 2.91 | 3.13 |
Real Estate | - | 2.17 |
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