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% |
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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 |
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