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Mahindra Manulife Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

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tortoise-icon Mahindra Manulife Consumption Fund- Regular Plan - Growth

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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 Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund Mahindra Manulife Consumption Fund- Regular Plan - Growth 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) ₹565 Cr ₹1628 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Nov 2018 15 May 2006
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark NIFTY India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 57%
Expense Ratio 2.37 2.19
Manager Abhinav Khandelwal Ashish Aggarwal
ISIN Code INF174V01630 INF903J01561
Exits Load Mahindra Manulife Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month -2.3% -3.76%
6 Month 4.46% 1.32%
1 Year -0.94% -1.28%
3 Year 14.55% 14.7%
5 Year 15.8% 15.37%

SIP Return Analysis

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month 0.39% -1.12%
1 Year 9.49% 5.66%
3 Year 11.77% 12.14%
5 Year 13.69% 14.14%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 11.22% 13.28%
3 Year 16.9% 14.7%
5 Year 17.77% 12.78%

Risk Management

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation 13.54% 11.59%
Sharp 0.61% 0.74%
Beta 0.93% 0.89%
Alpha 0.29% -0.5%

Fund Managers

Scheme Name Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Abhinav Khandelwal Ashish Aggarwal
Total AUM ₹5522 Cr ₹9635 Cr
Funds Managed 5 7
Mahindra Manulife Consumption Fund- Regular Plan - Growth Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 9.64 3.22
Large Cap 63.43 72
Mid Cap 8.67 8.95
Small Cap 18.26 15.83

Sector Allocation

Scheme Name

Mahindra Manulife Consumption Fund- Regular Plan - Growth

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 4.84 1.06
Consumer Defensive 26.89 30.63
Consumer Cyclical 40.05 45.89
Basic Materials 2.69 1.7
Healthcare 1.69 3.56
Real Estate 1.57 1.85
Communication Services 11.58 12.24
Industrials 7.6 -
Utilities 1.79 -
Technology 1.29 0
Financial Services - 3.06

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