Compare Sundaram Consumption Fund vs HSBC Consumption Fund
Sundaram Consumption Fund
EquityThematic-Consumption
HSBC Consumption Fund
EquityThematic-Consumption
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.56
2.2
NAV
₹99.30
₹15.05
Fund Started
20 Mar 2006
10 Aug 2023
Fund Size
₹1407.53 Cr
₹1697.52 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.
1 Year
-11.24%
-3.36%
3 Year
5.80%
12.66%
5 Year
8.11%
-
Equity
97.54%
98.11%
Cash
2.46%
1.89%
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 9.11% |
Bharti Airtel Ltd. | 8.29% |
ITC Ltd. | 8.06% |
Mahindra & Mahindra Ltd. | 7.06% |
TVS Motor Company Ltd. | 4.61% |
Varun Beverages Ltd. | 4.10% |
Interglobe Aviation Ltd. | 4.00% |
Bajaj Auto Ltd. | 3.92% |
Apollo Hospitals Enterprise Ltd. | 3.82% |
Titan Company Ltd. | 3.71% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.00% |
Radico Khaitan Ltd. | 4.99% |
Bharti Airtel Ltd. | 4.50% |
Titan Company Ltd. | 4.23% |
Maruti Suzuki India Ltd. | 4.12% |
Milky Mist Dairy Food Ltd. | 3.37% |
Ather Energy Ltd. | 3.25% |
Varun Beverages Ltd. | 3.25% |
TVS Motor Company Ltd. | 3.19% |
Global Health Ltd. | 3.09% |
Name
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-
Start Date
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Description
The scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefi t from consumption and consumption related activities.
Launch Date
20 Mar 2006
10 Aug 2023
