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

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tortoise-icon HDFC Non-Cyclical Consumer 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 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) ₹884 Cr ₹1518 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 -1.06% 0.16%
6 Month -4.39% -4.4%
1 Year 3.83% 6.39%
3 Year - 21.53%
5 Year - 21.11%

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 3.18% 4.23%
1 Year -2.67% 0.39%
3 Year - 15.85%
5 Year - 16.92%

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 - 0.88%
Beta - 0.91%
Alpha - 1.31%

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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 4.31 4.72
Small Cap 21.64 12.7
Large Cap 62.98 73.24
Mid Cap 11.07 9.32

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 4.06 4.72
Technology 1.65 -
Consumer Defensive 34.63 -
Consumer Cyclical 42.06 -
Basic Materials 5.42 -
Healthcare 3.71 -
Industrials 1.77 -
Communication Services 6.7 -
Consumer Durables - 12.74
Retailing - 14.22
Diversified FMCG - 15.04
Automobiles - 15.23
Finance - 2.71
Agricultural Food & other Products - 1.64
Beverages - 6.98
Food Products - 4.99
Auto Components - 1.43
Telecom - Services - 9.61
Leisure Services - 3.52
Healthcare Services - 3.6
Household Products - 2.13
Realty - 1.42

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