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)	₹6324 Cr	₹1599 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	4.48%	4.83%
6 Month	18.37%	17.99%
1 Year	-2.38%	-2.11%
3 Year	15.51%	16.7%
5 Year	20.82%	19.59%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month	5.85%	6.03%
1 Year	14.95%	13.28%
3 Year	16.19%	17.31%
5 Year	16.28%	17.37%

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	0.68%	0.75%
Beta	0.89%	0.88%
Alpha	-0.43%	0.71%

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	3.15	7.23
Mid Cap	16.08	7.81
Small Cap	12.41	13.91
Large Cap	68.37	71.05

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	0.73	5.39
Industrials	4.32	-
Consumer Defensive	25.74	31.06
Consumer Cyclical	37.24	42.39
Basic Materials	2.12	1.52
Financial Services	17.88	2.87
Healthcare	4.95	3.76
Real Estate	0.53	1.85
Communication Services	6.5	11.17