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)	₹6526 Cr	₹1643 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	-0.74%	-2.93%
6 Month	1.58%	0.15%
1 Year	1.09%	-2.11%
3 Year	13.72%	14.5%
5 Year	16.36%	15.7%

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	0.51%	-0.2%
1 Year	9.72%	6.79%
3 Year	12.66%	13.01%
5 Year	13.89%	14.76%

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	15.64%	13.34%
3 Year	15.73%	14.68%
5 Year	17.23%	12.77%

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	0.65%	0.74%
Beta	0.9%	0.89%
Alpha	-2.04%	-0.5%

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	4.84	5.01
Mid Cap	15.52	8.97
Small Cap	12.16	14.29
Large Cap	67.48	71.73

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	1.47	3.17
Industrials	4.04	-
Consumer Defensive	25.64	30.77
Consumer Cyclical	36.46	43.73
Basic Materials	2.2	1.47
Financial Services	18.27	3.06
Healthcare	4.58	3.69
Real Estate	0.57	2.12
Communication Services	6.76	11.96
Technology	-	0.02