Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs HSBC Consumption Fund compare
HSBC Consumption Fund - Regular (G)
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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) | ₹1480 Cr | ₹1518 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 |
Trailing Lumpsum Returns
Scheme Name | HSBC Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 3.2% | 5.34% |
6 Month | -1.3% | 2.5% |
1 Year | 12.02% | 16.28% |
3 Year | - | 22.63% |
5 Year | - | 23.33% |
SIP Return Analysis
Scheme Name | HSBC Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | -3.36% | 0.73% |
1 Year | -9.4% | -2.68% |
3 Year | - | 15.78% |
5 Year | - | 16.9% |
Rolling Lumpsum Returns
Scheme Name | HSBC Consumption Fund - Regular (G) | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 38.35% | 14.14% |
3 Year | - | 13.13% |
5 Year | - | 12.36% |
Risk Management
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 | - | 0.78% |
Beta | - | 0.91% |
Alpha | - | 0.97% |
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Fund Managers
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) |
Market Cap
Scheme Name |
HSBC Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 4.75 | 5.44 |
Small Cap | 40.26 | 12.19 |
Large Cap | 37.95 | 73.21 |
Mid Cap | 17.04 | 9.17 |
Sector Allocation
Scheme Name |
HSBC Consumption Fund - Regular (G) |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 3.89 | 5.44 |
Consumer Defensive | 21.23 | - |
Consumer Cyclical | 38.15 | - |
Healthcare | 7 | - |
Basic Materials | 1.86 | - |
Financial Services | 9.47 | - |
Industrials | 3.64 | - |
Communication Services | 6.66 | - |
Real Estate | 4.37 | - |
Technology | 3.72 | - |
Consumer Durables | - | 12.62 |
Retailing | - | 13.79 |
Diversified FMCG | - | 13.95 |
Automobiles | - | 14.74 |
Finance | - | 2.99 |
Agricultural Food & other Products | - | 1.5 |
Beverages | - | 6.81 |
Food Products | - | 4.9 |
Auto Components | - | 1.73 |
Telecom - Services | - | 11.27 |
Leisure Services | - | 3.31 |
Healthcare Services | - | 3.62 |
Household Products | - | 1.91 |
Realty | - | 1.43 |
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