Mahindra Manulife Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
Mahindra Manulife Consumption Fund- Regular Plan - Growth
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
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) | ₹563 Cr | ₹1643 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 | -1.21% | -2.03% |
| 6 Month | 4.63% | 2.46% |
| 1 Year | -1.05% | -0.35% |
| 3 Year | 14.81% | 15.19% |
| 5 Year | 16.43% | 16.47% |
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 | 1.66% | 1.35% |
| 1 Year | 11.75% | 10.65% |
| 3 Year | 13.13% | 14.43% |
| 5 Year | 14.63% | 15.62% |
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 | 11.32% | 13.34% |
| 3 Year | 17.02% | 14.68% |
| 5 Year | 17.86% | 12.77% |
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 | 13.50% | 11.59% |
| Sharp | 0.64% | 0.76% |
| Beta | 0.92% | 0.89% |
| Alpha | 0.05% | 0.11% |
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 | 9.3 | 3.16 |
| Large Cap | 62.81 | 75.28 |
| Mid Cap | 8.05 | 7.25 |
| Small Cap | 19.85 | 14.28 |
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 | 5.06 | 3.16 |
| Consumer Defensive | 26.67 | - |
| Consumer Cyclical | 40.32 | - |
| Basic Materials | 4.19 | - |
| Healthcare | 1.67 | - |
| Communication Services | 11.31 | - |
| Industrials | 7.6 | - |
| Utilities | 1.87 | - |
| Technology | 1.3 | - |
| Consumer Durables | - | 13.09 |
| Retailing | - | 13.98 |
| Diversified FMCG | - | 14.6 |
| Automobiles | - | 16.65 |
| Finance | - | 3.06 |
| Agricultural Food & other Products | - | 1.53 |
| Beverages | - | 4.28 |
| Food Products | - | 6.34 |
| Personal Products | - | 0.53 |
| Auto Components | - | 2.32 |
| Telecom - Services | - | 10.14 |
| Healthcare Services | - | 3.69 |
| Household Products | - | 1.79 |
| Realty | - | 2.12 |
| Leisure Services | - | 2.69 |
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