Aditya Birla Sun Life India Gennext Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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Aditya Birla Sun Life Consumption Fund-Growth Option

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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	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹6239 Cr	₹1576 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Aug 2005	15 May 2006
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	Nifty India Consumption TRI
Turn Over	10%	57%
Expense Ratio	1.85	2.19
Manager	Dhaval Joshi	Ashish Aggarwal
ISIN Code	INF209K01447	INF903J01561
Exits Load	Aditya Birla Sun Life India GenNext 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	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month	2.13%	1.91%
6 Month	13.3%	10.89%
1 Year	1.91%	2.39%
3 Year	15.5%	16.74%
5 Year	20.59%	19.34%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	3.83%	3.46%
1 Year	5.06%	2.91%
3 Year	14.11%	14.99%
5 Year	15.35%	16.18%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year	16%	13.68%
3 Year	15.82%	13.98%
5 Year	16.98%	12.59%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation	11.81%	11.59%
Sharp	0.77%	0.83%
Beta	0.89%	0.88%
Alpha	-0.1%	1.09%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name	Dhaval Joshi	Ashish Aggarwal
Total AUM	₹361932 Cr	₹9635 Cr
Funds Managed	55	7
	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	3.17	7.41
Mid Cap	16.22	9.57
Small Cap	13.02	13.04
Large Cap	67.59	69.98

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	0.82	5.49
Industrials	3.91	-
Consumer Defensive	25.8	30.76
Consumer Cyclical	35.76	41.9
Basic Materials	1.99	1.46
Financial Services	18.73	3.07
Healthcare	5.8	3.76
Real Estate	0.53	2.05
Communication Services	6.66	11.5