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

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HSBC Consumption 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	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)	₹1783 Cr	₹1643 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	-1.73%	-2.84%
6 Month	3.94%	2%
1 Year	-3.36%	-0.99%
3 Year	-	14.72%
5 Year	-	15.8%

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	-0.86%	-0.2%
1 Year	7.86%	6.79%
3 Year	-	13.01%
5 Year	-	14.76%

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%	13.34%
3 Year	-	14.68%
5 Year	-	12.77%

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	4.75	5.01
Small Cap	38.34	14.29
Large Cap	43.94	71.73
Mid Cap	12.97	8.97

Scheme Name	HSBC Consumption Fund - Regular (G)	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	2.82	3.17
Consumer Defensive	20.52	30.77
Consumer Cyclical	41.74	43.73
Healthcare	5.48	3.69
Real Estate	3.89	2.12
Industrials	5.02	-
Financial Services	10.32	3.06
Technology	4.05	0.02
Communication Services	6.16	11.96
Basic Materials	-	1.47