- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life India Gennext Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Fund | Aditya Birla Sun Life India Gennext Fund-Growth Option | 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) | ₹5626 Cr | ₹1548 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Month | 0.83% | 0.16% |
| 6 Month | -2.03% | -4.4% |
| 1 Year | 3.82% | 6.39% |
| 3 Year | 19.61% | 21.53% |
| 5 Year | 21.97% | 21.11% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 6 Month | 5.82% | 4.23% |
| 1 Year | 2.25% | 0.39% |
| 3 Year | 14.82% | 15.85% |
| 5 Year | 16.2% | 16.92% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| 1 Year | 16.17% | 13.93% |
| 3 Year | 15.76% | 13.64% |
| 5 Year | 16.9% | 12.48% |
Risk Management
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Standard Deviation | 11.81% | 12% |
| Sharp | 0.78% | 1.07% |
| Beta | 0.89% | 0.85% |
| Alpha | -0.42% | 2.18% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Aditya Birla Sun Life India Gennext 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 India Gennext Fund-Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
| Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 0.47 | 4.72 |
| Mid Cap | 17.27 | 9.32 |
| Small Cap | 13.54 | 12.7 |
| Large Cap | 68.23 | 73.24 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
|---|---|---|
| Others | 0.47 | 4.72 |
| Industrial Products | 0.47 | - |
| Food Products | 3.66 | 4.99 |
| Retailing | 14.59 | 14.22 |
| Personal Products | 4.61 | - |
| Consumer Durables | 9.96 | 12.74 |
| Diversified FMCG | 7.02 | 15.04 |
| Banks | 12.93 | - |
| Pharmaceuticals & Biotechnology | 4.19 | - |
| Healthcare Services | 1.56 | 3.6 |
| Automobiles | 11.84 | 15.23 |
| Insurance | 3.64 | - |
| Finance | 3.04 | 2.71 |
| Agricultural Food & other Products | 1.97 | 1.64 |
| Beverages | 7.04 | 6.98 |
| Realty | 0.57 | 1.42 |
| Entertainment | 0.31 | - |
| Leisure Services | 2.72 | 3.52 |
| Telecom - Services | 5.44 | 9.61 |
| Cement & Cement Products | 1.11 | - |
| Transport Services | 0.99 | - |
| Textiles & Apparels | 0.53 | - |
| Auto Components | 0.85 | 1.43 |
| Household Products | - | 2.13 |
Top Comparisons
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns8.39%
PGIM India Gilt Fund - Growth
3Y Returns7.33%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns20.69%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns21.24%
HSBC Liquid Fund - Regular Growth
3Y Returns6.94%
Edelweiss Liquid Fund - Regular Plan - Growth Option
3Y Returns6.87%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns8.09%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.33%
