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

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HDFC Non-Cyclical Consumer 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	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)	₹1059 Cr	₹1590 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

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	0.88%	2.32%
6 Month	7.5%	7.73%
1 Year	3.33%	4.78%
3 Year	-	16.25%
5 Year	-	19.65%

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	2.62%	3.19%
1 Year	10.55%	11.05%
3 Year	-	15.64%
5 Year	-	16.26%

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	11.94%	13.53%
3 Year	-	14.25%
5 Year	-	12.65%

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	-	0.7%
Beta	-	0.89%
Alpha	-	-0.22%

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)

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	7.6	0.94
Large Cap	61.14	77.71
Mid Cap	14.21	7.24
Small Cap	17.05	14.11

Scheme Name	HDFC Non-Cyclical Consumer Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	4.01	2.95
Consumer Defensive	32.64	-
Consumer Cyclical	46.15	-
Basic Materials	4.37	-
Healthcare	3.75	-
Industrials	2.77	-
Communication Services	3.73	-
Financial Services	2.58	-
Consumer Durables	-	12.49
Retailing	-	14.87
Diversified FMCG	-	14.86
Automobiles	-	16.84
Finance	-	2.92
Agricultural Food & other Products	-	1.53
Beverages	-	4.91
Food Products	-	6.03
Personal Products	-	0.54
Auto Components	-	2.16
Telecom - Services	-	9.58
Healthcare Services	-	3.68
Household Products	-	1.86
Realty	-	1.9
Leisure Services	-	2.88