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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) ₹6052 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 3.15% 2.68%
6 Month 3.66% 0.95%
1 Year 5.87% 8.72%
3 Year 20.2% 21.94%
5 Year 22.08% 21.29%

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 9.31% 8.34%
1 Year 9.02% 7.27%
3 Year 17.22% 18.18%
5 Year 17.56% 18.27%

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 14.60% 11.59%
Sharp 0.74% 0.88%
Beta 0.94% 0.91%
Alpha 0.11% 1.31%

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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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