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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tortoise-icon Aditya Birla Sun Life India Gennext Fund-Growth Option

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tortoise-icon 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 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) ₹4616 Cr ₹1394 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Aug 2005 12 May 2006
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 10% 57%
Expense Ratio 1.9 2.2
Manager Dhaval Joshi Ashish Aggarwal
ISIN Code INF209K01447 INF903J01561
Exits Load 1% for redemption within 30 days/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./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 2.82% 4.79%
6 Month 17.89% 15.46%
1 Year 31.6% 33.75%
3 Year 19.55% 19.81%
5 Year 21.02% 19.23%

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 - -
1 Year 16.18% 14.95%
3 Year 36.87% 39.18%
5 Year 71.78% 69.01%

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 21.03% 19.16%
3 Year 53.25% 51.26%
5 Year 75.29% 71.85%

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% 11.59%
Sharp 0.98% 1%
Beta 0.85% 0.8%
Alpha 0.26% 0.85%

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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
Fund Manage 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)

Large Cap 61.85 63.8
Others 5.35 6.97
Mid Cap 17.27 12.71
Small Cap 15.53 16.51

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)

Consumer Staples 24.71 33.3
Financial 17.69 2.41
Communication 5.38 9.74
Automobile 12.84 14.85
Services 14.36 9.75
Healthcare 6.62 2.85
Consumer Discretionary 10.02 18.03
Insurance 2.23 -
Materials 2.35 1.73
Others 1.35 4.11
Capital Goods 0.87 -
Construction 0.76 2.42
Chemicals 0.45 -
Textiles 0.37 -
Metals & Mining - 0.8

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