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) | ₹529 Cr | ₹1599 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 | 5.17% | 3.94% |
6 Month | 18.01% | 17.26% |
1 Year | -5.82% | -2.99% |
3 Year | 15.42% | 15.82% |
5 Year | 19.79% | 19.38% |
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 | 7.08% | 6.03% |
1 Year | 14.2% | 13.28% |
3 Year | 16.12% | 17.31% |
5 Year | 16.5% | 17.37% |
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 | 12.39% | 13.68% |
3 Year | 17.92% | 13.98% |
5 Year | 17.39% | 12.59% |
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 | 13.45% | 11.59% |
Sharp | 0.65% | 0.75% |
Beta | 0.88% | 0.88% |
Alpha | 1.77% | 0.71% |
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 | 8.41 | 7.41 |
Large Cap | 61.05 | 69.98 |
Mid Cap | 9.98 | 9.57 |
Small Cap | 20.56 | 13.04 |
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 | 4.86 | 5.49 |
Consumer Defensive | 27.31 | 30.76 |
Consumer Cyclical | 43.33 | 41.9 |
Basic Materials | 3.77 | 1.46 |
Healthcare | 1.99 | 3.76 |
Communication Services | 8.64 | 11.5 |
Industrials | 8.1 | - |
Utilities | 2.01 | - |
Financial Services | - | 3.07 |
Real Estate | - | 2.05 |
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